AIInfrastructure News & Analysis
2 articles
Market Mood
Neoclouds: New GPUaaS Providers Project $7.36 Billion Market by 2026
Neoclouds, a new class of cloud providers, are focused on high-end GPU infrastructure for AI workloads, with core services offered under GPU as a Service (GPUaaS) at rates 2-7 times cheaper than traditional hyperscalers. As of 2026, the GPUaaS market is projected to reach $7.36 billion, up from $5.70 billion in 2025, with a CAGR of 29.12% through 2031. Key players include CoreWeave, Lambda, and Crusoe, which have transitioned from cryptocurrency mining to meet the growing AI demand. The validation of neoclouds as partners rather than competitors to hyperscalers could significantly impact the tech sector's infrastructure landscape.
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Applied Digital Corp (APLD) Trading at $27.05 with Forward P/E of 526.32
As of March 13, 2026, Applied Digital Corporation (APLD) shares were valued at $27.05, reflecting a forward P/E ratio of 526.32. The company has secured contracts totaling $16 billion over 15 years, enhancing revenue visibility. Analysts project FY2026 revenue between $400 million and $500 million, increasing to $1.5 billion to $2 billion by FY2028. APLD's market position is bolstered by the growth of the AI data center market, projected to reach $165.73 billion by 2034.
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