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The key track of AI computing power is sorted out by the core leading manufacturers

author:Leqing industry observation

At present, the rapid development of large-scale models has led to a sharp increase in the demand for computing power, which has given rise to the emerging service of computing power leasing.

In the past, CPU resources were mostly built by enterprises themselves, but now self-built GPU computing resources consume huge amounts of computing power, so they need to rely on third-party computing service providers to provide cloud leasing services.

In the computing power leasing service, users with insufficient computing resources can rent servers or virtual machines to complete high-intensity computing tasks according to their own needs.

Computing power leasing is flexible and relatively low-cost, making it ideal for handling a variety of large-scale computing scenarios.

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The key track of AI computing power is sorted out by the core leading manufacturers

Overview of the computing power leasing industry

Computing power leasing is essentially a form of implementation and market operation mode of AI computing cloud services. In the context of the current accelerated explosion of AI, computing power leasing has emerged as an emerging model. Computing power users can enjoy stable and efficient computing power without having to make a large initial investment in computing equipment, which also provides a way for users to start projects quickly and reduce costs.

From a narrow point of view, computing power leasing refers to the construction and integration of computing power in a project-based or contract-based manner to meet specific customer needs, and finally lease and bill customers. Manufacturers only need to rent servers or virtual machines, without actually buying hardware equipment such as chips.

The key track of AI computing power is sorted out by the core leading manufacturers

At present, the main customer groups of the domestic computing power leasing market include scientific research institutes, government departments and small and medium-sized Internet enterprises.

Computing power leasing can effectively alleviate the shortage of domestic computing resources in the short term. In the long run, in order to avoid market competition that may be brought about by over-resource and homogeneous services, the operation services represented by computing power scheduling are also worth paying attention to.

THE REFERENCE PRICE OF COMPUTING POWER LEASING PROVIDED BY THE DEEPLN PLATFORM (SINGLE CARD PER DAY):

The key track of AI computing power is sorted out by the core leading manufacturers

AI cloud computing power effectively empowers all parties in the industry chain and promotes the coordinated development of the industry by "breaking the whole into parts". Cloud computing service providers rely on computing infrastructure such as AI servers to provide users with more powerful and diversified computing power support. Internet giants such as Baidu, Tencent, and Alibaba provide users with AI platforms and services through the aaS (as a Service) model. In addition, for the downstream demand side of computing power, computing power leasing can minimize the threshold for using computing power, thereby promoting the arrival of the era of AIGC for all.

The key track of AI computing power is sorted out by the core leading manufacturers

Computing power leasing market competition pattern and leading combing

There are currently many participants in the AI computing power leasing market, showing a diversified competition pattern.

In 2023, NVIDIA will enter the computing power leasing market and launch a computing power leasing service solution called "DGX Cloud". The solution was jointly created by NVIDIA and the world's leading cloud service providers such as Microsoft Cloud, Google Cloud, and Oracle, and this initiative has pioneered the development of the computing power leasing market.

At present, there are many manufacturers in the global computing power leasing market, and the core players include traditional cloud computing service providers, server vendors, IDC construction and operators, and some cross-border manufacturers.

The representative manufacturers in China include the three major operators, large technology enterprises such as Alibaba, Tencent and Baidu, as well as manufacturers with the background of central enterprises such as Yunsai Zhilian, Radio and Television Yuntong and Yihualu, as well as related IDC enterprises, such as Runze Technology, Runjian Co., Ltd., Aofei Data, Sinnet Sinnet, Zhongbei Communication, etc.; the main server manufacturers are represented by Inspur Information, Sugon, Xinhua III, Tuowei Information, Industrial Fulian, etc.; in addition, they also include Hongbo Co., Ltd., Hengrun Co., Ltd., Maixinlin and Lotus Health and other layout manufacturers. #人工智能##算力##大模型##服务器##IDC##云计算##财经##科技#

The key track of AI computing power is sorted out by the core leading manufacturers

epilogue

On the whole, there are relatively few self-built intelligent computing resources in the industry, and major small and medium-sized enterprises have begun to adopt the computing power leasing model. Driven by the global AI outbreak and the continued shortage of computing power, the price of computing power leasing is expected to remain at a high level, and the development momentum of the industry is very sufficient.

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