AI, GPU Clouds, and Neoclouds in the Age of Inference

This report presents a snapshot of how AI clouds, GPU clouds, and neoclouds fit together, examining the sector's history and the direction of recent deals and financing. We also look at the GPU efforts of the public clouds, including hyperscalers. Finally, we consider the infrastructure ecosystem targeting AI datacenters, where storage and networking take on heightened importance.

Martin Perlin Marketing Communications Director

November 3, 2025

In this report you will dive into the changing world of AI networking infrastructure, including:

  • Neoclouds—clouds purpose-built for AI—are grabbing headlines in the datacenter industry.
  • Alternative clouds have a promising niche in enterprise AI. These clouds, which tout lower prices than the likes of AWS, provide both GPU clusters and enterprise cloud computing services.
  • The need for power is driving AI cloud expansion. The heated competition to build more AI capacity is primarily a race to lock down power guarantees.
  • This new market is driving the evolution of a new infrastructure stack with needs in networking, storage, and security. Each layer of the infrastructure has new demands to support the scale and complexity of hosting AI clouds.

 

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TopicsAI Networking

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