Key Takeaways
- • Datavault AI has expanded its edge AI deployment across Available's SanQtum neocloud platform from two cities (NYC and Philadelphia) to three operational hubs, with Washington, DC now live and three additional cities (San Francisco, Chicago, and Raleigh) coming online by year-end 2026.
- • Available Infrastructure is executing Phase 1 of Project Qestrel with approximately 200 micro edge sites at cell towers across 30 US cities operational or under construction, plus planned edge clusters in 70 additional cities to be integrated into the neocloud platform.
- • The neocloud market demonstrated explosive growth with $9B in US revenue in Q4 2025 (223% year-over-year increase) and $25B+ total for 2025, with projections reaching $400B by 2031 at a 58% compound annual growth rate, according to Synergy Research Group.
- • Datavault's DataValue, DataScore, and Information Data Exchange (IDE) solutions are now deployed across the expanding SanQtum infrastructure, leveraging sovereign architecture, ultra-low-latency capabilities, and zero-trust cybersecurity to compete in the rapidly scaling neocloud segment.
- • The partnership between Datavault AI, Available, and IBM positions the companies to capture market share in a segment where differentiation through sovereign infrastructure, real-time AI inference performance, and cybersecurity capabilities is creating competitive advantages.
Summary
Datavault AI has substantially accelerated its market expansion since announcing initial neocloud deployment in January 2026. Eight months after launching edge AI operations in New York City and Philadelphia on Available's SanQtum platform, the company has expanded to Washington, DC and committed to three additional metropolitan deployments by year-end. The expansion to San Francisco, Chicago, and Raleigh will bring Datavault's total operational footprint to six major edge AI hub cities within nine months, signaling rapid commercialization of the partnership.
The infrastructure underpinning this expansion reflects Available's aggressive buildout of Project Qestrel, the company's Phase 1 US neocloud infrastructure initiative announced in March 2026. Approximately 200 micro edge sites positioned at cell tower locations across 30 US cities are either operational or under active construction, with plans to add edge clusters in 70 additional cities in subsequent phases. This distributed architecture enables Datavault to deploy its DataValue, DataScore, and Information Data Exchange solutions across a geographically diversified network optimized for ultra-low-latency edge computing and real-time AI inference.
Market conditions strongly support this expansion trajectory. Synergy Research Group reported $9B in US neocloud revenue during Q4 2025, representing 223% year-over-year growth and demonstrating market acceleration in the final quarter. Full-year 2025 neocloud spending exceeded $25B across the US, with forecasts projecting a 58% compound annual growth rate driving the market toward $400B by 2031. The World Economic Forum independently projects the global neocloud market at $250B by 2030, confirming robust secular demand drivers.
Datavault's positioning within this high-growth segment benefits from the SanQtum platform's architecture, which emphasizes sovereign infrastructure, edge-first design, zero-trust security protocols, and quantum-resistant cryptography. These technical differentiators—particularly sovereign architecture and cybersecurity capabilities—are increasingly valued by enterprise and institutional customers evaluating neocloud providers in a geopolitical environment prioritizing data sovereignty and resilience. The collaboration with Available and IBM provides Datavault with substantial infrastructure distribution advantages as market consolidation accelerates across the neocloud sector.
The infrastructure underpinning this expansion reflects Available's aggressive buildout of Project Qestrel, the company's Phase 1 US neocloud infrastructure initiative announced in March 2026. Approximately 200 micro edge sites positioned at cell tower locations across 30 US cities are either operational or under active construction, with plans to add edge clusters in 70 additional cities in subsequent phases. This distributed architecture enables Datavault to deploy its DataValue, DataScore, and Information Data Exchange solutions across a geographically diversified network optimized for ultra-low-latency edge computing and real-time AI inference.
Market conditions strongly support this expansion trajectory. Synergy Research Group reported $9B in US neocloud revenue during Q4 2025, representing 223% year-over-year growth and demonstrating market acceleration in the final quarter. Full-year 2025 neocloud spending exceeded $25B across the US, with forecasts projecting a 58% compound annual growth rate driving the market toward $400B by 2031. The World Economic Forum independently projects the global neocloud market at $250B by 2030, confirming robust secular demand drivers.
Datavault's positioning within this high-growth segment benefits from the SanQtum platform's architecture, which emphasizes sovereign infrastructure, edge-first design, zero-trust security protocols, and quantum-resistant cryptography. These technical differentiators—particularly sovereign architecture and cybersecurity capabilities—are increasingly valued by enterprise and institutional customers evaluating neocloud providers in a geopolitical environment prioritizing data sovereignty and resilience. The collaboration with Available and IBM provides Datavault with substantial infrastructure distribution advantages as market consolidation accelerates across the neocloud sector.
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