IBRS senior adviser Dr Joe Sweeney states that while there is significant long-term demand for neo-cloud services, the future of these providers after their current deals expire remains uncertain. He suggests potential outcomes such as acquisition, transitioning to provide sovereign services for local markets, or upgrading to high-security services for government and defense needs.
Dr Sweeney also raises the question of whether hyperscalers like Microsoft will continue to rely on neo-clouds if the commercial demand for AI infrastructure turns out to be lower than expected. Read the full story here
