Rafay CEO Haseeb Budhani argues that to truly be considered a cloud provider, organizations must offer self-service consumption, applications (or tools), and multi-tenancy. He contends that many GPU clouds currently rely on manual processes like spreadsheets and bare metal servers, which don't qualify as true cloud solutions. Budhani emphasizes that users should be able to access a portal, create an account, and consume services on demand, without requiring backend intervention for tasks like VLAN setup or IP address management.

Budhani elaborates on his definition of multi-tenancy, outlining the technical requirements for supporting diverse customer needs. This includes secure VMs, operating system images with pre-installed tools, public IP addresses, firewall rules, and VPCs. He highlights the difference between customers needing a single GPU versus those requiring 64 GPUs and emphasizes that all necessary networking and security configurations must be automated to provide a true self-service experience.

Ultimately, Budhani argues that the goal is self-service consumption of applications or tools, not just GPUs. He believes the industry is moving beyond the "GPU as a service" concept, with users now focused on consuming models and endpoints rather than managing the underlying GPU infrastructure. He suggests that his company, Rafay, addresses many of the complexities in this space, offering solutions that enable the delivery of applications and tools in a self-service, multi-tenant environment.

Presented by Haseeb Budhani, CEO, Rafay Systems. Recorded live on September 10, 2025, at AI Infrastructure Field Day 3 in Santa Clara, California. Watch the entire presentation https://techfieldday.com/appearance/rafay-presents-at-ai-infrastructure-field-day-3/ or visit https://rafay.co/ or https://techfieldday.com/event/aiifd3/ for more information.