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Sovereign Clouds and Neoclouds — Clarity Today

Topic

Sovereign Clouds and Neoclouds

Regional sovereign clouds, neoclouds and AI service providers emerging as buyers of AI infrastructure outside hyperscalers.

Current clusters

product1 distinct publisher

Cisco and Nvidia go looking for the other third of AI spending

Hyperscalers absorb about two-thirds of AI outlay, so rack-scale kit is now packaged for sovereign clouds, neoclouds and enterprises that cannot staff a GPU fabric team.

Publishers:siliconangle.com

Reality

Evidence38
Adoption14
Hype gap+38
Incentives76

Confidence34