Neoclouds Put GPU Capacity Ahead of the Rest of the Catalog
When a training job needs hundreds of tightly coupled GPUs, the rest of a cloud catalog is noise. Extra regions and managed databases do not help if accelerator inventory is sold out. Neoclouds exist for that condition. They rent GPU clusters as the product, not as one SKU among hundreds.
Synergy Research Group put 2025 neocloud revenue above $25 billion, with fourth-quarter revenue at $9 billion, up 223% year over year. CoreWeave’s March 2025 Nasdaq listing under ticker CRWV pulled the category onto finance-team agendas, not only ML ops runbooks. CIO Dive reported that CoreWeave, Vultr and FluidStack, are still chasing enterprise AI infrastructure demand into 2026.
A familiar pattern follows. The company already has AWS, Azure, or Google Cloud. Identity, data, and most applications stay there. The next pretraining or fine-tune still cannot get a dense block of H100 or B200 GPUs on the schedule the model team needs....
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