Gartner Predicts 80% of Neoclouds Will Fail by 2030

Gartner warns of a quantified AI infrastructure bubble, predicting 80% of neoclouds will collapse by 2030 with $4 trillion in write-downs, sending CoreWeave shares lower; some investors argue the failure driver is compute shortage rather than demand.

2026-10-15 ~ 2026-10-15 · 2 related posts

• Gartner: 80% of neoclouds dead by 2030, $4T+ in AI assets face writedowns — SumitGup · 2026-10-15
• Gartner says 80% of neoclouds will die by 2030 — investor argues it's a supply problem, not demand — JOBhakdi · 2026-10-15