Neocloud infrastructure surge takes center stage at RAISE Summit Paris

The proliferation of neoclouds signals a fracturing of the traditional cloud market, where general-purpose hyperscalers are being bypassed for hardware-optimized AI stacks. For video streaming and processing, this infrastructure pivot suggests that specialized compute—focused on the high-throughput needs of inferencing and training—will become the new baseline for scale. As data center investment shifts toward these specialized providers, the streaming industry's infrastructure efficiency will depend on software fabrics that can prevent idle GPU cycles and lower the total cost of ownership. Watch the adoption rate of prebuilt AI racks in regional data centers as a proxy for neocloud expansion.

The rise of neoclouds is driven by a structural compute gap; per SiliconANGLE reporting from July 2026, major hyperscalers often cannot refresh capacity fast enough to meet the 36% compound annual growth rate seen in the GPU-as-a-Service market. Research from Mordor Intelligence in early 2026 estimated the neocloud market at $35.22 billion, with growth primarily concentrated in North America and Asia-Pacific. This capital influx coincides with a pivot toward 'agentic AI,' where platforms like Comet ML and Perplexity are shifting from simple chatbots to autonomous systems that perform multi-step digital tasks.

Simultaneously, the enterprise sector is demanding higher reliability for these costly workloads. In July 2026, Clockwork.io introduced the 'YOCO (You Only Compute Once)' guarantee, a contractual commitment to resolve 90% of training failures via live GPU migration without losing progress. This level of service is becoming critical as GPU clusters grow in size; per Meta FAIR data cited in July 2026, clusters of 16,384 GPUs experience a mean time to failure of just 1.8 hours. By providing hardware-software vertical integration, neoclouds are positioning themselves as more resilient alternatives to general-purpose cloud capacity.

Institutional interest is also solidifying the market's move toward secure, on-premises inference. Per Reuters and TechCrunch in July 2026, JPMorgan Chase selected SambaNova’s SN40 and SN50 systems for secure, on-prem AI inference, marking a significant win for non-NVIDIA silicon in the highly regulated financial services sector. This trend toward dedicated, full-stack AI infrastructure over-renting cloud capacity indicates that the next phase of the industry will be defined by private, localized compute environments rather than a move toward the public cloud.