Companies diversify access to Nvidia GPUs through clouds, neoclouds and direct deals
Overview
Companies are renting Nvidia GPUs from hyperscalers such as Amazon, Microsoft and Google, from neoclouds such as CoreWeave, from online marketplaces, and through direct hardware purchases, CNBC reports.
Nvidia expects $108 billion in revenue for the October quarter, up 89% year over year. SemiAnalysis counted 323 Nvidia GPU providers as of September, up from 209 less than 11 months earlier.
Written by AI from the articles below · updated Oct 10, 7:12 AM ET
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- CNBC · TechnologyNewsCompanies are renting Nvidia GPUs from clouds, neoclouds and marketplaces as demand grows
AINvidia GPUs are in such demand that companies now access them through hyperscalers like Amazon, Microsoft and Google, neoclouds like CoreWeave, online marketplaces, or direct hardware purchases. Management expects $108 billion in revenue for the October quarter, an 89% year-over-year increase. Industry researcher SemiAnalysis counted 323 Nvidia GPU providers as of September, up from 209 less than 11 months earlier.
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