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Nvidia is trying to build his own business outside of great technology


NVIDIA, Microsoft, Amazon and Google, corporate groups and groups want to reduce the trust of artificial intelligence chips, corporate groups and rivals to large technological companies.

This week, the American Chip giant, Multibillion Doll, United Arab Emirates, the United Arab Emirates, said he planned to establish one of the United Arab Emirates The world’s largest data centers In connection with the US government, the Gulf states plan to build a massive AI infrastructure.

These “Sovereign AI” deals make up the decisive part of NvidiaStrategy to customers of the courts outside Silicone valley. According to the company’s executors, industrial figures and analysts, 3.2TNs, $ 3.2 billion intend to build its work outside the so-called hyperscalers – NVIDIA, the Great Cloud Computing Groups said to calculate more than half of the data center’s income.

The US company is working to restore potential competitors to Amazon web services, Microsoft’s Azure and Google Cloud. This includes “Neoclouds” such as Coreweave, Nebius, Crusoe and Lambda, part of the NVIDIA cloud partners.

Coreweave, Times Square, New York
Nvidia has invested in neoclouds, including Coreweave © Yuki iWamura / Bloomberg

These companies are gaining preferential access to ChipMaker’s domestic resources such as teams that advise and optimize information centers for private equipment.

Nvidia also makes it easier cloudy Partners to work by accelerating their partners, plugs to servers and other information central equipment, such as accelerating the procurement process. In some cases, Nevidia, including NVIDIA, Coreweave and Nebius, also invested in Nevidia.

In February announced that Coreweave “First cloud service provider To make the NVIDIA Blackwell platform generally available, “to apply to the latest generation processors for AI data centers.

During recent months, NVIDIA also helps sell its corporate IT infrastructure with Cisco, Dell and HP, including Cisco, Dell and HP, and sell their corporate IT infrastructure.

“Today more than a year ago, more than” NVIDIA CEO JENSEN HUANG “(on the opportunity to work outside the great cloud providers) tell Financial times in March.

The column schedule of the upper cloud providers is more than half of the NVIDIA Information Center reflects the costs of Big Tech companies spent on the AI ​​infrastructure

Huang has shown a strategy that US President Donald Trump wants to replicate the world in the United States this week.

Analysts will add billions of dollars with annual revenues for a new AI company, nervous and Emirati AI company G42 in G42. NVIDIA leaders say that several other governments have been treated by several other governments to buy chips for similar sovereign AI projects.

Huang is more open to sucking NVIDIA’s work. In 2024, the start of the Blackwell plugs was accompanied by supporting all of the great technological companies. However, in the GTC conference in March, Rubin, Rubin, in March, these allies, Coreweave and Coreweave and Cisco’s likes, these allies appeared less.

He said that if each Industry has its own “AI factories” – the purpose devices dedicated to its strong plants – a new sale opportunity for hundreds of billions of dollars.

The problem for NVIDIA, this is the “Sustainable money of the AI”, which works closely with the ChipMaker, according to a neoCloud executive, which works closely with ChipMaker. “The corporate market may be the next boundary, but still not there.”

Enterprise Information Center sales received a larger part of the sale of regional cloud providers in the last financial quarter of NVIDIA, in January. At the same time, because there are great technological companies that are large technological companies that are large technological companies that manage NVIDIA, the largest cloud and consumer Internet services, investors have warned investors.

The same major technological groups develop their opponent AI chips and push their customers alternatively to Nvidia.

The largest cloud provider Amazon, NVIDIA’s position prevailed in two and a half years, Openai’s Chatgpt’s Chatgpt’s Chatgpt is a position in a position in a nutri. AI Saying AI starting anthropic, use AWS Trainium processors to prepare and operate the next models as a great investor.

“Currently, the tires have a lot of training and tires working in models,” Dave Brown, Vice President of the Network, Vice President, Vice President of Dave Brown, AWS.

In March, AI, a NVIDIA cloud partner, a neocloud, a neocloud, the head of the AI, which is NVIDIA cloud partner in March, said, “The NVIDIA organization is really good for itself.”

“If hyperscalers will eventually become an opponent and continue to be customers, it would be important to have their own cloud ecosystem for NVIDIA. This is one of the focus areas to build this.”

An executor in another neocloud provider, Chipbar said he was “worried” about the great technological companies that passed their special chips.

“Therefore, I think they are investing in neoclouds. Half of their revenues are hyperscalers, but as a result they will lose them.”



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