Colocation & GPU Rental: AI Supply Chain Stocks & Analysis
+5.25%Colocation and GPU-rental providers let companies get access to AI compute without building or owning a data centre themselves, renting space, power and increasingly pre-installed GPU clusters by the hour or month. This segment has grown alongside neocloud demand, since renting is often the fastest way to get large-scale accelerator capacity online, well ahead of what building new capacity from scratch would allow.