India’s Neocloud Boom AI is writing the new era of cloud computing. A new class of neocloud players is emerging to sell GPU-as-a-service (GPUaaS) in India as big tech giants struggle with AI capacity constraints and sovereignty concerns. So, can neocloud players become the next hyperscalers? GPU-First Cloud: Neoclouds are cloud providers built specifically for AI workloads, offering GPUaaS with high-bandwidth memory and AI-optimised orchestration. These platforms rose sharply in 2023-24 as the demand for advanced GPUs soared and enterprises began deploying AI into production. The Demand Engine: India’s neocloud race is led by players like Yotta, NxtGen, NeevCloud and E2E Networks. For them, demand is being created by hybrid and multi-cloud strategies and the pull from programmes like the IndiaAI Mission. Neocloud pricing can run meaningfully below traditional hyperscalers for comparable GPU capacity, bringing more demand. The Fertile Indian Ground: For over a decade, hyperscalers powered India’s cloud adoption, but AI introduced a new bottleneck – GPU scarcity and rationed capacity. Industry executives argue that neoclouds can bridge this gap by offering accessible, scalable and local AI compute for startups and enterprises at affordable rates. The Hard Part: However, building AI-native cloud infrastructure is capital intensive. GPU clusters, high-speed… Read MoreInc42 Media
