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Gartner predicts 80% of neocloud firms will cease independent operations by 2030

Nov 1, 2026 01:37 (3h ago)

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Neocloud firms lease data-center capacity to major AI developers.
Gartner predicts 80% of neocloud firms will cease independent operations by 2030.
CoreWeave has accumulated $35.1bn (£26.3bn) in debt, analyst Cory Johnson says.