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Core Insights - Nvidia's DGX Cloud service is rapidly growing, with UBS analysts projecting annual revenue to exceed $10 billion [1] - Nvidia employs a dual strategy in the AI cloud computing sector by directly operating DGX Cloud and investing in emerging companies like CoreWeave and Lambda [2] - The DGX Cloud service allows customers to access Nvidia's AI supercomputers remotely, avoiding the need for expensive hardware purchases [3] Nvidia's Business Model - Since its launch in March 2023, DGX Cloud has expanded its partner network significantly, signing long-term cloud service agreements worth $10.9 billion, up from $3.5 billion the previous year [3] - Nvidia's unique operational model involves cloud giants purchasing and managing hardware, which Nvidia then rents back to provide services to enterprise clients [3] - This arrangement creates a complex relationship where cloud providers benefit financially while potentially aiding a competitor [5] Market Dynamics - The entry of Nvidia into the cloud computing space poses a threat to traditional giants like Amazon, Microsoft, and Google, which rely heavily on cloud services for profitability [5] - Amazon's cloud business generated over $107 billion in sales last year, contributing significantly to its overall revenue [5] - Nvidia holds approximately 80% of the AI chip market, making it a critical supplier for all major cloud service providers [5] Competitive Landscape - As Nvidia's DGX Cloud competes with existing cloud services, traditional providers are also developing their own AI chips to reduce reliance on Nvidia [5] - The shift in computing demand towards AI presents both opportunities and challenges for established cloud providers, particularly amid economic uncertainties [5]