英伟达(NVDA.US)被曝将DGX Cloud“内部化”，不再以外销为重

Core Insights - Nvidia has adjusted its customer acquisition strategy for its DGX Cloud business, shifting focus from external customer acquisition to internal research purposes [1] - Despite the reported shift, Nvidia executive Alex Black Bjorlin stated that the external strategy remains unchanged, emphasizing the need for significant computing power for both internal research teams and external customers [1] Group 1: Business Strategy - Nvidia plans to redirect its DGX Cloud services more towards internal research, such as designing new processors and developing AI models [1] - DGX Cloud was officially launched in March 2023, aimed at providing users access to Nvidia's high-performance GPU clusters [1] Group 2: Product Overview - DGX Cloud is described as a unified AI platform based on leading cloud platforms, connecting all AI workloads to optimized Nvidia AI infrastructure [1] - The service supports demanding AI tasks, from training large language models to large-scale serverless inference, through integrated software, managed services, and expert guidance [1]