Nvidia may have just admitted that it cannot take Amazon, Google & Microsoft in Cloud
Nvidia has shelved its ambitious plan to directly challenge cloud giants like Amazon Web Services, Google Cloud, and Microsoft Azure. The chipmaker is now refocusing its DGX Cloud division inward, prioritizing its own engineers' AI model development. This strategic pivot aims to protect Nvidia's dominant AI chip market share, estimated at over 80%, rather than pursuing cloud revenue.
Nvidia has shelved its ambitious plan to directly challenge cloud giants like Amazon Web Services, Google Cloud, and Microsoft Azure. The chipmaker is now refocusing its DGX Cloud division inward, prioritizing its own engineers' AI model development. This strategic pivot aims to protect Nvidia's dominant AI chip market share, estimated at over 80%, rather than pursuing cloud revenue.
