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From Colocation to GPU-as-a-Service: Pricing, Competitive Insights & Revenue Growth Opportunities

Uri Soroka  (Co-Founder & COO, Apolo)

Bill Torson  (CTO, Scott Data)

Location: Room 207B

Date: Wednesday, April 16

Time: 10:00 am - 10:50 am

Pass Type: AFCOM Solution Provider, All Access Conference, Industry Conference, Standard Conference - Get your pass now!

Track: Colocation, Hyperscale, & Cloud Innovation

Session Type: Conference Session

Vault Recording: TBD

The data center industry is square in the spotlight, and AI is the reason. But how can you as a data center, colocation, or managed services provider actually impact a market with so many unknowns? As AI demand accelerates, data centers are exploring how to enter the GPU-as-a-Service (GPUaaS) market to capture new, very lucrative, revenue streams. Yet, the economics, competitive landscape, and strategic opportunities remain unclear to many providers. It’s time to break open those unknowns and understand this market.

This session goes beyond surface-level trends to present a data-driven analysis of GPUaaS, offering real-world pricing, competitive insights, and market trends to help providers make informed decisions. Based on Apolo’s in-depth research into dozens of GPU providers, the session will provide a clear picture of the current landscape and what it takes to succeed in this rapidly expanding market. Attendees will also gain exclusive access to the full Apolo research paper at the end of the session.

Takeaway

Attendees will gain:

  • Removing the smoke and mirrors: A clear understanding of GPUaaS economics, including real-world pricing structures.
  • Insights into competitive dynamics—how hyperscalers, specialized GPU clouds, and emerging players structure their offerings.
  • Market demand trends—industries driving GPU adoption and what customers expect from a GPUaaS provider.
  • Strategic considerations for data centers—whether starting from colocation or existing bare metal services, what differentiators matter, and how to build a scalable business model.
  • Opportunities for hardware manufacturers—what data centers need to deploy GPUaaS successfully and how hardware partnerships fit into the ecosystem.
  • Answering the key question: How do you create a new revenue stream with GPUaaS?