Gartner forecasts that neocloud providers (specialist GPU-cloud operators like CoreWeave, Crusoe) will capture 20% of the $267 billion AI cloud market by 2030, up from near-zero today.

Gartner forecasts that neocloud providers will capture 20% of the $267 billion AI cloud market by 2030, up from near-zero market share today. These specialist operators, including CoreWeave and Crusoe, are cloud providers purpose-built for AI and high-performance computing workloads.

The rapid growth of generative AI is creating unprecedented demand for GPU-intensive computing, driving the expansion of neocloud providers. Gartner's projection reflects how this demand is reshaping cloud infrastructure markets.

The shift toward neocloud providers represents a significant restructuring of AI infrastructure. As GenAI continues to drive demand for GPU-intensive computing, these purpose-built providers are positioned to capture a major share of the expanding AI cloud market by 2030.