AI Cloud TCO Model

An AI Cloud Total Cost of Ownership Model examines the ownership economics for businesses that purchase AI accelerators and sell cloud GPU compute. The model analyzes historical and future GPU rental prices, inference and training throughput, and the impact of optimization techniques on performance. It provides a full three-statement financial model to evaluate the business case for running an AI cloud, including returns, residual value, and cash flow analysis. The analysis covers accelerators from major vendors like Nvidia, AMD, and Intel, and incorporates costs such as server capex, power, and colocation.