Gartner Predicts “80% of Neoclouds” Out of Business by 2030: Here’s Who Wins
Key TakeawaysGartner forecast that more than 80% of neoclouds will stop operating independently by 2030, and CoreWeave fell 25% last week. Hyperscalers that pay for AI capacity from their own cash flow, led by Amazon and Alphabet, stand to win as credit gets tighter for indebted neoclouds.
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