Nvidia GPUs are everywhere. Here are the ways companies are accessing them
One industry researcher identified over 300 neoclouds that can provide GPU capacity, up about 55% in less than a year.
TL;DR
- Nvidia GPUs are in high demand for AI, leading to significant growth for the company and its stock.
- Companies seeking GPU access have diverse options, including hyperscalers (Amazon, Microsoft, Google), neoclouds, and direct hardware purchases.
- Hyperscalers offer reputation and established infrastructure but may have limited GPU availability.
- Flagship and baby neoclouds provide alternatives, with some specializing in specific needs or offering immediate access.
- Some providers, like Oracle, allow customers to 'bring their own' GPUs, managing the hardware for them.
- Tactical deals and on-premises installations are also viable strategies for securing GPU capacity.
- The choice of GPU access depends on factors like cost, scalability, speed of deployment, and control over hardware and software.