I work for a company (Lambda Labs) that would span all these categories. We build GPUs and sell them, sending them off to the customer. We also build them and sell them, but then host it for the customer. We also buy them for ourselves and rent them either bare metal or virtualized.
The "build it and ship it to the customer" business is waning. The reason is because even the most deep pocketed customers no longer have data centers that can support the power and cooling needs of current GPUs. The latest from NVIDIA requires liquid cooling, tons of power, and solid floors (the racks are too heavy for raised floors).
Being able to run a modern server is becoming a very niche skill, one that most companies don't want or need to invest in.
The "build it and ship it to the customer" business is waning. The reason is because even the most deep pocketed customers no longer have data centers that can support the power and cooling needs of current GPUs. The latest from NVIDIA requires liquid cooling, tons of power, and solid floors (the racks are too heavy for raised floors).
Being able to run a modern server is becoming a very niche skill, one that most companies don't want or need to invest in.