Why Computing Power Leasing Is Booming: 2024 Industry Framework & Trends
The article outlines the 2024 computing‑power leasing industry framework, explains three main rental models, highlights the surge in demand driven by generative AI, the shortage of high‑end GPUs, and provides an extensive collection of links to reports and analyses on GPU technology, market dynamics, and future development paths.
Computing Power Leasing Overview
Computing‑power leasing (also called cloud‑compute leasing) delivers compute resources or cloud‑computing capacity to users on a rental basis, allowing them to select resource types and usage periods on demand without bearing operation, maintenance, or upgrade costs.
Rental Models
Full‑server rental
Rental by compute‑capacity scale
Pay‑per‑GPU usage rental
Market Drivers
Globally, the rise of generative AI models such as GPT has dramatically increased demand for compute power, but short‑term high‑end GPU production and delivery capacity remain limited, creating a supply‑demand imbalance.
Domestically, Chinese GPUs still lag behind foreign leaders in performance and manufacturing maturity, so the AI industry continues to rely on advanced GPUs from NVIDIA and AMD. U.S. technology restrictions further limit domestic production, prompting rapid growth of the compute‑power leasing market.
Key Resources (selected)
Compute Power Competition: Driving Demand for AI Chips, Optical Modules, and Photonic Chips – https://mp.weixin.qq.com/s?__biz=MzUzMzY1NTkwOQ==∣=2247515342&idx=1&sn=3574e8d9413cddd10b734c7dceaae241
In‑Depth Study of AI Compute Power Leasing Industry (2023) – https://mp.weixin.qq.com/s?__biz=MzUzMzY1NTkwOQ==∣=2247515103&idx=2&sn=80b0ec94ee0ef23b2b88c2b001c97fbb
Large‑Model Compute Power: AI Server Industry (2023) – https://mp.weixin.qq.com/s?__biz=MzUzMzY1NTkwOQ==∣=2247514433&idx=1&sn=59c8e986d1d365ca8a35523fd5d861f9
GPU Analysis: Global Competition Landscape and Future Development – https://mp.weixin.qq.com/s?__biz=MzUzMzY1NTkwOQ==∣=2247514143&idx=1&sn=4cebf523260f0a61fd3baf14d8d301b9
2023 GPU Architecture Report – https://mp.weixin.qq.com/s?__biz=MzUzMzY1NTkwOQ==∣=2247513898&idx=1&sn=2ee545c10f3717c7fb2e529870430e5b
NVIDIA vs AMD GPU Competition: Architecture Innovation and Emerging Fields – https://mp.weixin.qq.com/s?__biz=MzUzMzY1NTkwOQ==∣=2247506257&idx=1&sn=02822bc3e60b0e13ca32ccde8b85f772
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