Built In reports that neocloud providers are gaining ground against established hyperscalers as demand for AI compute capacity outpaces available supply from major cloud vendors. These independent GPU cloud operators are attracting AI startups and enterprise customers who face long waitlists or prohibitive pricing from Amazon, Microsoft, and Google. Several neoclouds have secured large-scale GPU cluster contracts in 2026, accelerating their buildout of Nvidia H100 and H200 infrastructure. The shift signals a more fragmented compute market, with implications for data center leasing demand and power procurement strategies.