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市场调查报告书
商品编码
1884183
新云端GPU即服务（GPUaaS）供应商：案例研究与分析Neocloud GPU-as-a-service (GPUaaS) Providers: Case Studies and Analysis |
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新一代云端服务供应商透过对人工智慧基础设施的大量投资（资金来源包括债务和股权融资）实现了快速的收入成长，但这些公司中有多少能够成功转型为获利企业仍有待观察。
本报告描述并分析了14家GPU即服务（GPUaaS）提供者的策略和产品。重点放在所谓的新云端GPUaaS供应商——也就是那些提供GPUaaS服务而非 "传统" 云端运算解决方案的公司。我们研究了这些新云端供应商为从人工智慧日益增长的需求中获得显着的收入成长而采取的方法，并为他们提供建议。
本报告解答的问题：
- 每家新云端供应商的发展历程是怎么样的？
- 新云端供应商的营运规模如何？
- 新型云端服务供应商如何部署支援其 GPUaaS 服务的 AI 基础架构？
- 各新型云端服务供应商提供哪些 AI 加速器？
- 除了 "纯粹" 的 GPUaaS 之外，新型云端服务供应商还提供哪些解决方案和功能？
- 各新型云端服务供应商如何实现服务差异化？
- 新型云端服务供应商的目标客户群有哪些？
本报告包含的个案研究：
- Cirrascale
- CoreWeave
- Crusoe Energy Systems (Crusoe)
- Denvr Dataworks
- Firmus Technologies (Firmus)
- Highreso
- Lambda
- Nebius
- TensorWave
- Together AI
- Vast.ai（严格意义上的 GPU 交易平台，而非新型云端运算供应商）
- Voltage Park
- Vultr（严格意义上的新型云端运算供应商，因为它提供传统的云端运算服务）
- 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
