Acres may be a small startup of only about 70 people, but it is one of a growing number of niche data companies quietly assembling GPU clusters outside the walls of Big Tech, in a bet that owning their own compute will be a competitive edge. Andreessen Horowitz famously secured its own GPU cluster that it rents out to startups in exchange for equity. And individual startups including the video hosting startup Gumlet have said they are hosting their own hardware, too. This hardware can cost more than $25,000 per GPU, plus ongoing energy costs. During supply shortages like last year, it can be difficult for smaller companies to obtain them without months on waiting lists.
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软件正成为可信自治的“操作系统”。洞察这一趋势的企业，将把AI深度嵌入支撑全球经济运行的系统中。其余企业或许会不断开展更多试验、生成更多原型，却始终困惑于成果为何落后于预期。