THE RISE OF GPU-ORIENTED CLOUD PROVIDERS

GPU cloud providers have started to pop up en masse as NVIDIA seeds a service provider ecosystem as a counterbalance to hyperscalers that are also building proprietary chips to support AI workloads. Amid accelerating demand, GPU clouds are building out infrastructure aggressively and driving demand for data centre colocation. Hear from operating executives right in the middle of this 'wild west' period, trying to raise capital, and working through supply chains to get GPUs running in live data centres. Most importantly, what is driving GPU cloud demand? Is it hyperscale overflow and AI startups? What does enterprise AI demand look like? Is the opportunity about training models or inferencing? What are the challenges and roadblocks and how can the sector work together to get infrastructure built out efficiently and cost-effectively?