Digital Infrastructure Enters 'Interlude' to Prep for AI Future
- $186 billion: Projected market size of neoclouds by 2030, up from under $10 billion in 2025
- 600+ attendees: Expected senior executives at the infra/STRUCTURE Summit
- October 6–8, 2026: Dates for the event in Las Vegas
Experts agree that the digital infrastructure industry is in a critical 'interlude' phase, requiring strategic recalibration to meet the demands of AI-driven growth, particularly in data center design, power sourcing, and specialized cloud platforms.
Digital Infrastructure Enters 'Interlude' to Recalibrate for AI Era
LAS VEGAS, NV – April 21, 2026 – The digital infrastructure industry is bracing for its next great transformation, and leaders are preparing to convene in Las Vegas this fall to navigate a landscape being fundamentally reshaped by the voracious demands of artificial intelligence. Structure Research, an independent firm tracking the internet infrastructure market, has announced its seventh annual infra/STRUCTURE Summit will take place from October 6–8, with a theme that perfectly captures the industry's current state: "Interlude."
The theme signifies a pivotal moment of transition—a deliberate pause for operators, investors, and technology partners to reassess strategies and redeploy capital before the next massive wave of AI-driven growth crests. As early bird registration for the exclusive event nears its April 30 deadline, the summit is poised to become the critical forum for shaping the future of data centers, cloud, and connectivity in an AI-dominated world. More than 600 senior executives are expected to attend the vendor-neutral gathering.
The AI Imperative: A Moment of Strategic Recalibration
The term "Interlude" is more than a theme; it is a diagnosis of an industry at a major inflection point. The rapid, widespread adoption of AI has moved from theoretical to practical, creating unprecedented demand for GPU-intensive workloads that traditional infrastructure was not built to handle. This shift is forcing a fundamental rethink of everything from data center design and power sourcing to capital investment strategies.
This year's summit will tackle these challenges head-on, with a program focused on the most pressing issues facing the ecosystem. Key discussions will revolve around scaling AI infrastructure, securing sufficient power in an energy-constrained world, the evolution of modular deployment strategies to accelerate build-outs, and the changing architecture of cloud computing.
"infra/STRUCTURE continues to serve as a critical platform for understanding where the infrastructure market is today—and where it’s going next,” said Philbert Shih, founder and managing director of Structure Research, in the official announcement. “The theme ‘Interlude’ captures the importance of this moment as the industry recalibrates to support the next wave of AI and cloud demand.”
The event is designed to move beyond hype and focus on the substantive, strategic conversations required to navigate this period. Attendees will gain a comprehensive view of how the next generation of AI infrastructure is being built, financed, and scaled across the globe, addressing the complex interplay between technology, finance, and sustainability.
Beyond the Hyperscalers: The Rise of the NeoCloud
A central piece of the "Interlude" puzzle is the emergence of a new class of service provider, a trend detailed in Structure Research's newly updated 2026 NeoCloud Report. The report maps an emerging AI infrastructure ecosystem and projects explosive growth for "neoclouds"—specialized cloud platforms optimized for AI and high-performance computing workloads.
According to the firm's analysis, the neocloud market is forecast to surge from under $10 billion in 2025 to a staggering $186 billion by 2030. This meteoric rise signifies a crucial evolution in the cloud market, where a one-size-fits-all approach is no longer sufficient. Neocloud providers are stepping in to offer the highly specialized, GPU-dense environments that AI developers and enterprises desperately need, creating a new layer of competition and opportunity between traditional hyperscalers and niche players.
The findings of the NeoCloud Report will be a cornerstone of the summit's discussions, providing data-driven context for conversations about market dynamics, investment trends, and the shifting competitive landscape. The summit will explore the critical role these neocloud providers play in the AI supply chain and how data center operators and investors must adapt their strategies to support this burgeoning segment.
An Ecosystem in Sync: From Capital to Connectivity
The infra/STRUCTURE Summit distinguishes itself by assembling the entire digital infrastructure value chain in one room. The event is not just for technology operators; it is a crucial meeting point for the financial institutions, real estate professionals, and energy companies whose decisions are inextricably linked to the industry's growth.
The roster of sponsors for the 2026 summit highlights this interconnectedness. Financial giants like Citizens underscore the critical role of capital in funding multi-billion dollar data center projects. Energy management firms such as Priority Power point to the existential challenge of sourcing sustainable and reliable power for power-hungry AI clusters. Data center stalwarts like Iron Mountain Data Centers and CyrusOne represent the physical backbone of the digital world, now tasked with re-engineering their facilities for high-density AI hardware. Meanwhile, specialists like EdgeConneX and Duos Edge AI reflect the growing importance of pushing compute and intelligence closer to where data is generated.
A key feature of the summit is its emphasis on high-value networking and curated 1:1 meetings between attendees and buyers from hyperscale and large-scale infrastructure companies. This structure fosters a deal-making environment, transforming the event from a passive conference into an active platform for forging partnerships and driving business. It is this unique combination of strategic content and targeted business development that makes it an essential stop for industry leadership.
A Premier Forum in a Crowded Field
In a landscape filled with large-scale tech conferences and vendor-specific showcases, the infra/STRUCTURE Summit has carved out a unique and influential niche. Its unwavering commitment to being a vendor-neutral, research-powered forum for senior executives sets it apart. Unlike events that cater to a broad audience of IT professionals or focus on a single company's ecosystem, this summit is designed for frank, high-level dialogue among the decision-makers who are actively building and funding the future of the internet.
The content is driven by the independent analysis of Structure Research, ensuring that discussions are grounded in data and objective market insights rather than sales pitches. This approach has cultivated a reputation for substance over spectacle, attracting a loyal following of C-level leaders who return year after year for its unparalleled strategic value.
As the industry navigates the "Interlude" and prepares for the immense opportunities and challenges ahead, the conversations and connections made in Las Vegas this October will likely reverberate across the ecosystem. The summit will serve as a vital barometer for the sector's health, direction, and readiness to power the next technological revolution.
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