Gartner Predicts New Cloud Providers Will Capture 20% of AI Cloud Market by 2030

Gartner predicts that by 2030, new cloud providers will capture 20% of the AI cloud market, approximately $267 billion. These new cloud providers are creating a differentiated advantage through superior performance, flexible AI workload deployment, and a strong commitment to data sovereignty, resulting in more competitive pricing. The AI cloud market is entering a new phase where sovereignty, performance, and infrastructure specialization are the primary factors in enterprise decision-making. The demand for GPU-intensive workloads is accelerating, and traditional cloud models are struggling to meet these needs, creating opportunities for new cloud providers to deliver AI infrastructure at scale.

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