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Nvidia has stirred controversy in the AI cloud market with its recent announcements of new cloud initiatives, sparking concerns that the company may be competing with its existing partners. However, a closer examination of these moves reveals a more nuanced reality.
Firstly, it is crucial to acknowledge Nvidia’s DGX Cloud Lepton, which aims to connect artificial intelligence developers with a vast network of cloud providers, while also facilitating access to a diverse inventory of rare and expensive GPUs. This move may appear to be at odds with its partners in the GPU cloud market, but upon further analysis, it becomes clear that this initiative is not necessarily aimed at supplanting these partnerships.
Instead, Nvidia is merely offering an aggregated access point for its end-users to leverage massive arrays of Nvidia GPUs from multiple cloud providers. This approach effectively complements existing partnerships, rather than competing with them directly.
Source: www.forbes.com
