Synergy sees neocloud revenue reaching ~$400B by 2031 at a 58% CAGR as cloud providers move beyond GPU rental into software and owned infrastructure.
Thats why $NBIS , $IREN and $CRWV have such a massive opportunity right now as more utility-driven AI applications like META Muse create recurring inference demand that has to land somewhere.
The biggest catch is that ~$400B of revenue implies ~18GW of capacity which means power and interconnection could become real limit on how fast this market scales.
Thats why $NBIS , $IREN and $CRWV have such a massive opportunity right now as more utility-driven AI applications like META Muse create recurring inference demand that has to land somewhere.
The biggest catch is that ~$400B of revenue implies ~18GW of capacity which means power and interconnection could become real limit on how fast this market scales.
