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An analyst predicts that 80% of neoclouds will disappear as standalone businesses by 2030, as infrastructure spending is forecast to outstrip expected revenue.
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AI infrastructure spending forecast to outstrip expected revenue
AI math isn't mathing: infrastructure spending forecast to outstrip expected revenue
The Register AI + ML · 14 Oct 2026, 09:00
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“Analyst predicts 80% of neoclouds will disappear as standalone businesses by…”
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