GPU Gold Rush: 300+ Neoclouds Emerge as AI Demand Soars

Over 300 neoclouds now provide GPU capacity, a 55% increase in under a year, driven by overwhelming demand for Nvidia chips and constrained supply from major hyperscalers like AWS, Azure, and Google Cloud. This proliferation is reshaping enterprise AI strategies by forcing companies to source GPU power from multiple smaller providers rather than rely on traditional cloud giants.

This Wire brief sits within Fusion42's coverage of AI Infrastructure and Cloud Infrastructure.