AI公司转向云计算服务模式
源：https://t.co/bgqFwhgr5m
AI公司纷纷转型为云计算服务商，解决算力租赁成本高的问题，同时通过出售闲置算力创造新收入。
多家AI公司开始提供云计算服务，如CoreWeave、NebiusAI和LambdaAPI等公司出租自己的GPU。CrusoeAI、IREN_Ltd和nscale等公司靠近数据中心提供计算服务。Gimletlabs等公司通过跨芯片推理服务满足AI公司日益增长的算力需求。
源：https://t.co/bgqFwhgr5m
源： x.com/jessiedong_/st… Jessie Dong @jessiedong_ all paths lead to becoming a neocloud neolab, some AI product company, RL service, etc. we saw this again this week with Gimlet !! "neocloud" means lots of things now: - rent out their own gpus: @CoreWeave , @nebiusai , @LambdaAPI - started closer to power and data centers: @CrusoeAI , @IREN_Ltd , @nscale - gather compute from different providers: @runpod , @vast_ai , @akashnet - do research/RL and also sell compute: @PrimeIntellect , @togethercompute - built their own chips and now sell inference: @GroqLLC , @cerebras - run inference across different chips: @gimletlabs why though? because AI companies need more and more compute. renting it gets expensive so long-term contracts make sense. then they get their own gpus but they need an infra team or figure out financing it to keep it busy. of course they'd start selling their compute or managed workloads 🤷♀️ 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 40 ⚡
