算力短缺严重,Modal 转向接入 30 多家小型云服务商
Modal 为了搞到 GPU 竟然接了 30 多家小云,连初创云都用上了。这说明微软、亚马逊、谷歌的大云已经租不到卡,开发者拼算力会越来越常见。做 AI 算力采购的团队该看看这篇。
Server 短缺迫使 Modal 接入超过 30 家小型云服务商来获取 GPU 资源,其中许多是成立不久的初创云公司。
The Information 的 AI Agenda 报道披露了这一情况。这些小云厂商在安全专业性上不及 Microsoft、Amazon 和 Google 三大云。
Modal 是面向 AI 工作负载的无服务器算力平台,这一做法反映出当下主流云厂商的 GPU 供应已难以满足需求,买家被迫分散采购以拼凑算力。
Server shortages are so severe that Modal now taps more than 30 small clouds, many of them young startups without the security expertise of Microsoft, Amazon or Google.
Read AI Agenda: https://t.co/oQU4dyyphw
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include Modal, GPU compute, cloud computing.
Source attribution: curated from The Information (@theinformation).