The Neocloud: The Next Big Thing

While “Neoclouds” promise to shake up the AI market with their agility and lower costs, their emergence reveals, above all, a new architecture of dependencies, in which the industry giants are pulling the strings of high-risk innovation. Between colossal investments and staggering debt, these platforms will have to carve out their place in the market—a market estimated to be worth $180 billion by 2030.

As the AI-dedicated cloud market establishes itself as a strategic linchpin of the digital economy, major players like SoftBank are positioning themselves within it. SoftBank has thus officially announced the creation of a “neocloud” company in the United States,…