Neocloud providers, which include the likes of Nscale, CoreWeave and Carbon3.ai, are having a somewhat disruptive impact on the market by making huge commitments to build out hyperscale datacentres in support of the UK government's AI growth agenda. These providers are also taking up capacity in colocation datacentres that some of the hyperscale cloud giants previously committed to renting space in, before pulling out.
A North American manufacturer spent most of 2024 and early 2025 doing what many innovative enterprises did: aggressively standardizing on the public cloud by using data lakes, analytics, CI/CD, and even a good chunk of ERP integration. The board liked the narrative because it sounded like simplification, and simplification sounded like savings. Then generative AI arrived, not as a lab toy but as a mandate. "Put copilots everywhere," leadership said. "Start with maintenance, then procurement, then the call center, then engineering change orders."
If GenAI enhances or speeds things up, they should get more value faster and shouldn't pay the same rates. Our customers' buying patterns shifted to favor agile, outcome-based, AI-powered engagements with faster time to value and clear ROI, creating a significant revenue and workload concentration risk in our top revenue cohort.
A future-proof IT infrastructure is often positioned as a universal solution that can withstand any change. However, such a solution does not exist. Nevertheless, future-proofing is an important concept for IT leaders navigating continuous technological developments and security risks, all while ensuring that daily business operations continue. The challenge is finding a balance between reactive problem solving and proactive planning, because overlooking a change can cost your organization. So, how do you successfully prepare for the future without that one-size-fits-all solution?