Nvidia(US:NVDA) Zheng Quan Shi Bao Wang·2025-03-28 12:32Core Viewpoint - Nvidia is set to acquire AI startup Lepton AI, founded by former Alibaba Cloud executive Jia Yangqing, for a valuation of several hundred million dollars, allowing multiple investors to exit successfully [1][3]. Group 1: Company Overview - Lepton AI was established in 2023 by Jia Yangqing and Junjie Bai, currently employing around 20 staff members and serving several venture-backed startups [3][7]. - The platform developed by Lepton AI is optimized for AI workloads, enabling clients to train AI models and perform inference tasks in production environments [3]. Group 2: Technology and Features - Lepton AI offers a visual interface for setting up training clusters in the cloud and provides various Nvidia GPUs for user selection [3]. - The platform includes error detection capabilities to improve output quality and identifies subtle technical issues, such as excessive memory usage during training [3]. - After model development, clients can deploy their models on optimized inference instances in the company's cloud, with a processing speed exceeding 600 tokens per second and latency below 10 milliseconds [3]. Group 3: Strategic Implications - Nvidia's acquisition of Lepton AI is seen as a strategic move to enhance its technology ecosystem and meet the growing demand for efficient AI solutions [4]. - The acquisition will provide Lepton AI with additional resources and support from Nvidia, accelerating its technological innovation and market expansion [4]. - Nvidia is also acquiring another AI startup, Gretel, which specializes in synthetic data creation for training AI models, with a reported transaction value exceeding $320 million [5]. Group 4: Founder Background - Jia Yangqing is a prominent figure in AI architecture, having previously worked at Google and Facebook, where he contributed to the development of the deep learning framework Caffe [6][7]. - After joining Alibaba in 2019, Jia left to establish Lepton AI in 2023, securing angel funding from notable investors including Sequoia China [7].