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市場調查報告書
商品編碼
1884183
新雲端GPU即服務（GPUaaS）供應商：案例研究與分析Neocloud GPU-as-a-service (GPUaaS) Providers: Case Studies and Analysis |
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新一代雲端服務供應商透過對人工智慧基礎設施的大量投資（資金來源包括債務和股權融資）實現了快速的收入成長，但這些公司中有多少能夠成功轉型為獲利企業仍有待觀察。
本報告描述並分析了14家GPU即服務（GPUaaS）提供者的策略和產品。重點放在所謂的新雲端GPUaaS供應商——也就是那些提供GPUaaS服務而非 "傳統" 雲端運算解決方案的公司。我們研究了這些新雲端供應商為從人工智慧日益增長的需求中獲得顯著的收入成長而採取的方法，並為他們提供建議。
本報告解答的問題：
- 每家新雲端供應商的發展歷程是怎麼樣的？
- 新雲端供應商的營運規模如何？
- 新型雲端服務供應商如何部署支援其 GPUaaS 服務的 AI 基礎架構？
- 各新型雲端服務供應商提供哪些 AI 加速器？
- 除了 "純粹" 的 GPUaaS 之外，新型雲端服務供應商還提供哪些解決方案和功能？
- 各新型雲端服務供應商如何實現服務差異化？
- 新型雲端服務供應商的目標客戶群有哪些？
本報告包含的個案研究：
- Cirrascale
- CoreWeave
- Crusoe Energy Systems (Crusoe)
- Denvr Dataworks
- Firmus Technologies (Firmus)
- Highreso
- Lambda
- Nebius
- TensorWave
- Together AI
- Vast.ai（嚴格意義上的 GPU 交易平台，而非新型雲端運算供應商）
- Voltage Park
- Vultr（嚴格意義上的新型雲端運算供應商，因為它提供傳統的雲端運算服務）
- WhiteFiber
"Neocloud providers' heavy investment in AI infrastructure (paid for by debt and equity funding) has led to rapid revenue growth, but it remains to be seen how many of them can transition to becoming profitable businesses."
This report explains and analyses the strategies and offerings of 14 GPU-as-a-service (GPUaaS) providers. It focuses on neocloud GPUaaS providers, which we define as providers that offer GPUaaS but not 'traditional' cloud computing solutions. The report examines the approaches that these neocloud providers have taken in order to generate significant revenue growth from the explosion of interest in AI. It also provides recommendations for these providers.
Questions answered in this report:
- What is the history of the various neocloud providers?
- At what scale are the neocloud providers operating?
- How are neocloud providers deploying the AI infrastructure that underpins their GPUaaS offerings?
- What AI accelerators are the neocloud providers offering?
- What solutions/capabilities do neocloud providers offer beyond 'pure' GPUaaS?
- How are neocloud providers differentiating their offerings?
- What types of customer are neocloud providers targeting?
Case studies included in this report:
- Cirrascale
- CoreWeave
- Crusoe Energy Systems (Crusoe)
- Denvr Dataworks
- Firmus Technologies (Firmus)
- Highreso
- Lambda
- Nebius
- TensorWave
- Together AI
- Vast.ai (technically a GPU marketplace rather than a neocloud provider)
- Voltage Park
- Vultr (not technically a neocloud provider because it has a 'traditional' cloud computing offering)
- WhiteFiber
