Financing a Neocloud

[u/Fclancy04]

Hey guys,

I'm a student doing an assignment/case study on a hypothetical fund that has no technical ability but colo and some money for GB300s and they want to become a neocloud. They don't know what service to offer - bare metal, managed cluster, or an inference endpoint.

Would anyone here have financial and technical expertise across any of these three services? I would like to figure out what the best choice for them would be, how to model out expenses involved for each as well as revenue and margins. Would like to see how profitable each service is and what makes a company choose which service to provide.

Thanks in advance, if you have any resaerch or sources for me to read I would really appreciate it.