virtual gpus to the rescue: easing global gpu scarcity

2025-05-28 general

Beijing, Wednesday, 28 May 2025.
the global gpu shortage could ease thanks to virtual gpu (vgpu) technology. this tech enables multiple virtual machines to share a single physical gpu, boosting resource use. one alibaba cloud solution uses ack edge to manage gpus and deploy deepseek, scaling resources in seconds. the deepseek-r1 model needs at least eight gpus, but vgpu offers extreme elasticity and refined cost control. this is crucial for cloud computing, data centers, and gpu-heavy industries.

vgpu technology explained

vgpu technology virtualizes physical gpus, creating multiple virtual gpu instances [2]. Each instance is allocated to a virtual machine, granting independent access and use of gpu resources [2]. A gpu scheduler manages resource allocation among virtual gpu instances [2]. This ensures each virtual machine receives appropriate gpu performance [2]. Each virtual machine needs a gpu driver to communicate with its virtual gpu instance [2]. The driver forwards graphics instructions and returns processed results [2]. Frame buffer transfer is used for transmitting graphical data [2].

benefits and applications of vgpu

vgpu technology offers high-performance graphics processing, enabling virtual machines to run graphics-intensive applications [2]. It enhances resource utilization by allowing multiple virtual machines to share physical gpu resources [2]. Dynamic scheduling ensures efficient allocation, preventing resource wastage [2]. Vgpu supports multi-tenant environments, providing independent graphics processing for each virtual machine [2]. This benefits cloud computing and virtual desktop infrastructure (vdi) by improving performance and user experience [2]. These capabilities are particularly relevant as global data center capital expenditure is expected to exceed $1 trillion around 2028 [6].

nvidia’s role and market impact

nvidia’s technologies are integral to vgpu solutions, impacting its market position [5]. The honhai technology group uses nvidia gpus to develop ai models for healthcare [5]. These models are deployed via the codoctor ai platform, enhancing diagnostic accuracy [5]. Nvidia’s omniverse platform also enables 3d visualization of heart and vascular systems [5]. With nvidia scheduled to release its q1 financial report on may 29, market estimates project revenue of $43.4 billion, a year-on-year growth of 10.433 = 10.43% [1][6]. This growth underscores the increasing demand for gpus and related technologies [1].

taiwan’s economic indicators and nvidia

taiwan’s economic indicators show strong export orders, with electronic product orders reaching a record high of $23.08 billion, a year-on-year increase of Infinity billion = 35% [1]. This is largely driven by demand from the us and asean [1]. As nvidia prepares to release its q1 financial report, these strong economic indicators from taiwan, a key player in the semiconductor industry, suggest a positive outlook for nvidia [1][6]. The report is expected to remain in the yellow-red light zone [1].

potential investment strategies

investors should monitor nvidia’s q1 financial report closely for confirmation of revenue and earnings projections [1]. The growth in electronic product orders from taiwan indicates sustained demand for gpus, benefiting nvidia and tsmc [1]. Further, the increasing adoption of vgpu technology in data centers and cloud computing environments presents long-term growth opportunities for companies providing virtualization solutions and gpu hardware [2]. Keeping an eye on global economic trends, particularly in key markets like the us and china, will also be crucial for assessing the overall market environment [1].

Bronnen

GPU shortage virtual GPU