Organization: By 2030, new cloud providers will occupy 20% of the AI cloud market.

Gartner predicts that by 2030, new cloud providers will account for 20% of the AI cloud market, totaling $267 billion. These new cloud providers differentiate themselves by offering superior performance, flexible deployment of AI workloads, and a strong focus on data sovereignty, often pricing their services more competitively. The AI cloud market is entering a new phase where sovereignty, performance, and specialized infrastructure are becoming the key factors in enterprise decision-making. The demand for GPU-intensive workloads is rapidly growing, outpacing traditional cloud models, creating opportunities for new cloud providers to deliver AI infrastructure at scale.