Nvidia GPUs are everywhere. Here are the ways companies are accessing them
- ID
- 33981
- Status
- summarized
- Published
- 10 Oct 2026, 7:00 PM
- Fetched
- 10 Oct 2026, 7:48 PM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/10/10/nvidia-gpus-are-everywhere-heres-how-companies-access-them.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 6.5
- Created
- 10 Oct 2026, 7:49 PM
- Tags
- Audience
- developersai_ml_learnersai_agent_userssaas_startup_founders
What happened
CNBC reports Nvidia's stock hit a record and market cap neared $6 trillion, while management projected $108 billion in revenue for the October quarter, up 89% year over year. AI labs spend tens of billions annually on Nvidia chips, and access now spans hyperscalers Amazon/Microsoft/Google, neoclouds like CoreWeave, online marketplaces, or direct hardware purchase. SemiAnalysis counts over 300 neoclouds renting GPUs, up 55% in under 11 months, creating a 'paradox of choice' for companies that need compute quickly.
Why it matters
If you source GPU capacity, the practical takeaway is that hyperscalers are no longer the only route: neoclouds, marketplaces, and direct purchase are now listed options, and the neocloud count grew 55% in under 11 months. This excerpt gives no pricing or performance comparison, so treat it as a map of procurement paths rather than a buying guide; for Malaysian builders, it likely means more remote options to evaluate, though the text does not mention Malaysia or Southeast Asia.
Discussion angle
With over 300 neoclouds and 55% growth in under 11 months, how should a small AI team decide between hyperscaler, neocloud, marketplace, or direct GPU purchase when the article says choice itself is a headache?