And since they used the same hardware, both neoclouds and traditional cloud providers are subject to the same shortage problem. Component suppliers are reporting significant shortages due to demand for AI data centers and Synergy sees neoclouds also experiencing delays just like traditional cloud providers.
“Demand is currently outstripping supply,” said Dinsmore. “It will take a while before that starts to come into more balance.”
Among neoclouds, CoreWeave stands out as the most direct challenger to traditional hyperscale cloud providers. Meanwhile, OpenAI and Anthropic represent a distinct but increasingly important category, and that is platform-centric providers offering cloud-like access to foundational models and AI development environments.
Synergy says that as demand for AI infrastructure accelerates, neoclouds are positioning themselves as focused alternatives to traditional hyperscale providers such as Amazon, Microsoft and Google.
