Shay Boloor says neocloud revenue could approach $400 billion by 2031, citing a 58% CAGR as AI demand lifts cloud infrastructure. He says the next leg is moving beyond GPU rental into software and owned capacity, benefiting firms such as NBIS, IREN and CRWV.
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Shay Boloor says neocloud revenue could approach $400 billion by 2031, citing a 58% CAGR as AI demand lifts cloud infrastructure. He says the next leg is moving beyond GPU rental into software and owned capacity, benefiting firms such as NBIS, IREN and CRWV.
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