SemiAnalysis counts 323 GPU providers in September, up from 209; CoreWeave near-term capacity sold out

SemiAnalysis counted 323 GPU providers in September, up from 209 less than 11 months earlier, according to a market observer. CoreWeave says near-term capacity is essentially sold out, and Nebius says hyperscalers approached it about serving overflow customers.

Detected & updated continuously · Source: Nebula