Neoclouds vs. Hyperscalers: What’s the Difference?
In the emerging market of "neoclouds," which are the cloud providers specializing in providing the rental of graphical processor units (GPUs) as-a-service, CoreWeave's recent IPO created excitement about this market. But as part of the IPO process, investors had to ask what makes CoreWeave stand out, not only from its peers but from the hyperscalers that also offer GPUs.
So far, its competitive differentiation has focused on claims of pricing and performance advantages -- with the raw availability of GPUs being an attraction as well.
But GPU supplies should stabilize eventually. And in terms of price and performance, CoreWeave hasn't been alone. A whole sector of neoclouds—datacenter operators focused on providing GPUs—sprouted in recent years, driven first by cryptocurrency and now by AI, which promises a more stable source of long-term demand. They grew up amid a rush for GPU cycles—and now they face the same questions as CoreWeave: What sets them apart, if they all provide good price and performance?
Meanwhile, the hyperscale public clouds face a similar issue. Now that neoclouds have become established as GPU alternatives, how do the clouds retain enterprise customers and/or convince them that the cloud is still the best home for AI applications?
To access the rest of this article, you need a Futuriom CLOUD TRACKER PRO subscription — see below.
Access CLOUD TRACKER PRO
|
CLOUD TRACKER PRO Subscribers — Sign In |
