Gartner flips on neoclouds in four months, now predicts 80% gone by 2030
DavidLinthicum · x · 2026-10-19
Cloud veteran David Linthicum criticizes analyst whiplash on neoclouds: in June Gartner projected neoclouds would capture a significant share of the AI cloud market; by October it predicted 80% of them will vanish by 2030, wiping out substantial market value overnight. He argues such rapid reversals show analyst firms fail to grasp underlying enterprise market dynamics and the real architectural drivers behind specialized compute, with little actionable insight reflecting actual enterprise deployments — a pattern he sees across major analyst firms whose loyalties and business models color their commentary.
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