GPUaaS: Contracts, Capital And Compute In The AI Infrastructure Boom

With demand for graphics processing unit (GPU) compute capacity outstripping infrastructure planning timelines, GPU as a service (GPUaaS) has emerged as a critical solution.

Here we explore how GPUaaS works, how it fits within the broader AI infrastructure stack, the major players in the GPUaaS ecosystem and the key commercial considerations in GPUaaS customer contracts. We also examine sanctions and export control challenges and GPUaaS infrastructure financing.

In brief 

• As the rapid growth of artificial intelligence (AI) transforms the data center sector, demand for graphics processing unit (GPU) compute (which is required to train and run large AI models) has grown at a pace that far exceeds traditional infrastructure planning timelines.