Science & Tech · AI · 1 day ago
Companies have more ways to access Nvidia GPUs as demand grows
Nvidia GPUs, or graphics processing units, are widely used to run artificial intelligence workloads.
Companies can access them through major cloud providers such as Amazon, Microsoft and Google, through specialist providers called neoclouds, through online marketplaces or by buying the hardware.
Demand has grown since the 2022 launch of ChatGPT, and major cloud providers do not always have as many GPUs available as companies need.
One startup said it now uses 25 neocloud providers after needing more computing power than it could get from the major clouds alone.
Industry research firm SemiAnalysis counted 323 Nvidia GPU providers in September, up from 209 less than 11 months earlier.
The expanding choice may help companies find capacity, but it can also make it harder to decide where to get computing power.
Nvidia expects revenue of $108 billion for the October quarter, an 89% increase from a year earlier.
Companies can access Nvidia GPUs through major cloud providers, neoclouds, online marketplaces or direct purchases.
Demand for the chips is growing, and Nvidia’s stock reached another record this week.
SemiAnalysis counted 323 Nvidia GPU providers in September, up from 209 less than 11 months earlier.
The range of providers can make it harder for companies to find enough computing power.
Nvidia management anticipates $108 billion in revenue for the October quarter, an 89% year-over-year increase.
- Who
- Companies seeking computing power and providers offering access to Nvidia GPUs.
- What
- Companies have more ways to access Nvidia GPUs as demand grows.
- When
- The article was published on October 10, 2026; it describes provider counts as of September.
- Where
- Through major cloud providers, neoclouds, online marketplaces and direct hardware purchases.
- Why
- Demand for GPUs is growing, and some companies need more computing power than major cloud providers can supply.
This story does not have two clearly opposing sides.
You're going to see a whole new crop of really, really exciting neoclouds with hundreds of billions of dollars backlog together
When you're talking to enterprises, your subprocessor had better be Azure
Hyperscalers are in a good position to show trust to the enterprises because of their 10-plus years of full-stack capabilities
I believe this dynamic will also be true in 2027
ChatGPT launched, after which companies increasingly turned to major cloud providers for GPUs to run generative AI workloads.
Amazon CEO Andy Jassy told analysts that Amazon would not be able to serve all the demand it foresaw that year.
SemiAnalysis counted 323 Nvidia GPU providers, up from 209 less than 11 months earlier.
CNBC published its report on the ways companies access Nvidia GPUs.
- GPU providers
- 323 counted by SemiAnalysis as of September
- Earlier provider count
- 209 less than 11 months before September
- October-quarter revenue forecast
- $108 billion
- Year-over-year revenue growth forecast
- 89%
- Cloud infrastructure market share
- Amazon, Microsoft and Google controlled 59% in 2025, according to Gartner
Sources
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