Forbes January 22, 2026
The monolithic “AI trade” will be die in 2026. In the cloud services market, 2026 is likely to be a year of nuance and divergences, as the influence of AI on the cloud services and infrastructure markets becomes more fine-grained.
As demands for AI inferencing and enterprise agentic AI evolve rapidly, it will placing new demands on global infrastructure, including specific needs for security and resilience. This is where major hyperscalers and alternative cloudscale providers, which we call altscalers, can benefit if they bring AI services to market with powerful adjacent services, especially in data storage, security, and sovereignty.
This evolution will also put pressure in the recently emerging GPU cloud (or “neocloud”) market, including recent IPOs such as CoreWeave...
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