Once the uncontested engine of digital transformation, cloud computing is now at a structural inflection point. The centralized hyperscale model, optimized for elastic compute and global reach, is being challenged by three converging forces: the explosive computational demands of AI, the rise of sovereign and regulated data zones, and the economics of latency favoring edge processing.
Klecha & Co.’s research shows that the “cloud as we know it” is evolving into a distributed, regulated, and AI-driven architecture, featuring hyperscale cores, sovereign mid-layers, and edge microgrids orchestrated by intelligent control planes.
In this research, you will discover:
- Forces redefining cloud economics and architecture
- The rise of sovereign and edge clouds as strategic assets
- Hyperscaler CapEx cycles, neoclouds, and market winners/losers
- Investment and M&A implications for 2025–2030
About Klecha & Co.
Klecha & Co. is a European private investment bank focused on technology, software, IT services, hardware and IoT, helping entrepreneurs, companies and financial investors with their strategy definition and post-acquisition integration issues, as well as for raising the necessary capital to execute their strategies.
With over 14 years in the market and offices in Milan, London, Paris, Lille, Madrid and New York, we have demonstrated global execution capabilities and a network of thousands of active C-level contacts and hundreds companies worldwide in the Tech industry.