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How Neoclouds Are Reshaping Global AI Infrastructure | Rafay CEO Haseeb Budhani

Neoclouds are emerging as a powerful alternative to traditional hyperscalers, expanding access to accelerated computing and reshaping how AI infrastructure is built, operated, and monetized. Haseeb Budhani, CEO and co-founder of Rafay Systems, joins theCUBE to discuss the rise of neoclouds, the global demand for AI infrastructure, and what providers must do to move beyond raw GPU capacity.

The conversation explores how cloud providers can transform accelerated infrastructure into secure, governed, and self-service AI platforms that support multiple customers, improve utilization, and create differentiated revenue-generating services.

Learn how the Rafay Platform helps neoclouds and AI infrastructure providers:

• Deliver self-service access to GPU infrastructure and AI services

• Operate secure, multi-tenant environments at scale

• Increase GPU utilization and accelerate time to revenue

• Package compute, models, and inference endpoints as consumable services

• Support enterprise, regional, and sovereign AI requirements

Trusted by leading enterprises, neoclouds and service providers

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Palo Alto Networks

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Neysa

Telus

Samsung

Cassava

Sharon AI

Yotta

Firmus

Buzz HPC

Indosat

Amgen

Moneygram

Ooredoo

Era4

Palo Alto Networks

Software

Neysa

Telus

Samsung

Cassava

Sharon AI

Yotta

Firmus

Buzz HPC

Indosat

Amgen

Moneygram

Ooredoo

Era4

Palo Alto Networks

Software