Craig Weinstein, Nvidia’s Americas channel chief, tells CRN that many channel partners are already seeing opportunities in the neocloud space, calling the AI-focused breed of cloud service providers an ‘ever-growing and important segment of the market.’
Nvidia Americas Channel Chief Craig Weinstein said the growing number of AI-focused neocloud companies represent the “next phase of opportunity” for its solution provider partners who want to participate in the ongoing AI data center boom.
Weinstein (pictured), the vice president of Nvidia’s Americas partner organization, is referring to smaller cloud service providers like Coreweave and Nebius that compete—and sometimes collaborate—with the likes of Amazon Web Services, Microsoft Azure and Google Cloud—to power AI training and inference workloads.
[Related: Exclusive: Intel Taps Ex-Arm, HPE Exec For Data Center Systems Post Amid AI Reorg]
In an interview with CRN last month, Weinstein said these neoclouds are emerging as an “alternative vehicle for enterprise adoption,” calling them an “ever-growing and important segment of the market for Nvidia and the broader ecosystem as a whole.”
“These are amazing computing platforms that Nvidia has partnered with the ecosystem to help build, and we believe enterprises will enjoy those neoclouds over time,” he said.
Many of these neoclouds have been at the forefront of adopting Nvidia’s latest AI computing platforms such as Blackwell Ultra and Rubin, the latter of which is expected to be available from partners in the second half of this year after the company used CES 2026 to mark its launch.
Weinstein said many channel partners are already seeing big opportunities in the neocloud space.
“We have many solution providers globally that are working hand-in-hand with some of the world’s most important neoclouds and tier-one cloud providers and helping them integrate and build their AI factories,” he said.
These kinds of opportunities are on the rise as enterprises assess their AI data center needs against real estate, energy and other infrastructure limitations, he added.
“We’re obviously moving to an environment [where] we’re evaluating liquid-cooled versus air-cooled technology, and do they have the physical real estate to support that type of infrastructure for their AI requirements?” Weinstein said.
A report by Synergy Research Group last October said that neocloud companies were on track to exceed $23 billion in cumulative revenues last year and forecast that number to grow to nearly $180 billion in 2030.
“There is a lot of hype around neocloud, Stargate and gigawatt campus developments, but when you work through the marketing smoke and mirrors and look at the underlying numbers, the growth rates and future market size are truly impressive,” said Synergy Research Group founder and Chief Analyst Jeremy Duke in a statement at the time.
World Wide Technology Sees The Opportunity
One of Nvidia’s top channel partners seeing “substantial opportunity” in the neocloud space is St. Louis, Mo.-based solution provider powerhouse World Wide Technology, which ranked No. 9 in CRN’s 2025 Solution Provider 500 list.
Mike Trojecki, area vice president of WWT’s AI practice, told CRN last week that his company is engaged with several neocloud companies across the world. He expects the number of neoclouds to continue growing and each neocloud to continue ramping up their spending on data center infrastructure and related services over time.
“I don’t see this slowing down anytime soon. I only see this expanding,” he said.
WWT is making money from neocloud customers in a few key ways: the resale of hardware and software products as well as services for the design and integration of data centers. There are also ongoing managed services engagements for each neocloud.
“We’ve got the skill set to actually do the implementations. We’ve got the engineers, and we’ve got our heritage in the [global service provider] space. It just lends to those big data center-type deployments,” Trojecki said.
The WWT executive said he agrees with Weinstein’s assessment that enterprises are helping drive neocloud growth, observing that some are putting their AI workloads in neoclouds before potentially building out their own data centers. Trojecki expects this motion to repeat among enterprises with every AI workload they deploy.
“It becomes more of a deployment model of, ‘Hey, let’s start here with neoclouds and then we move on to the next workload and just see where it goes,’” he said.
