Mixed outlook for 2026 cloud as outages, private clouds and neoclouds loom

Cloud
Author: TD SYNNEX Newsflash Published: 3rd February 2026

Outages, private AI private clouds, and the rise of so-called ‘neoclouds’ are the three high-profile trends we can expect to see in the cloud market over 2026, according to Forrester.


► Competitive nature of the market means inevitable disruption


The researcher predicts that while hyperscalers race to build AI-native cloud infrastructure, enterprises will work to craft meaningful AI strategies. But there may be some disruption with more outages expected – Forrester predicts there will be at least two major multi-day outages in 2026 and hyperscalers will be put under pressure to renovate their infrastructure to mitigate operational risk.

Mixed outlook for 2026 cloud as outages, private clouds and neoclouds loom

It also expects at least 15% of enterprises to deploy private AI on private clouds, both to keep their data safe and to avert issues from potential outages. Another prediction is the rise of ‘neoclouds’ –providers focused on delivering GPU-accelerated performance for AI. Forrester expects these businesses to grab $20 billion in revenue this year with enterprise deployments tripling.

Despite all this, public cloud revenues are still expected to grow substantially. For more on how TD SYNNEX can help you grow a stable cloud business, see Trusted Advisor.