Nvidia GPUs are everywhere. Here's how companies access them
Nvidia's dominance in the AI chip market has led to a surge in demand, with companies accessing GPUs through hyperscalers like Amazon and Google or specialized 'neoclouds'. The market is diversifying as businesses seek reliable infrastructure to support generative AI workloads.
Why it matters
As AI becomes central to enterprise operations, the accessibility and supply chain of high-performance computing hardware have become critical business bottlenecks.
Nvidia GPUs are the most sought-after processors in AI, and they're in such demand that the chipmaker's stock climbed to yet another record this week, lifting its market cap close to $6 trillion.
Customers can now shop around for access to the chips at the giant clouds from Amazon, Microsoft and Google, as well as at so-called neoclouds like CoreWeave. They can also go to various online marketplaces or even buy the costly hardware directly.
For Nvidia, it all adds up to unrelenting growth, as management anticipates $108 billion in revenue for the October quarter, which would mark an 89% year-over-year jump.
But the paradox of choice can be a headache for companies needing computing power yesterday.
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