英伟达退出与亚马逊云科技竞争后重组云计算团队

Core Insights - Nvidia has abandoned its direct competition with Amazon Web Services (AWS) and has restructured its cloud computing team to focus on internal needs rather than external sales [2][9] - The restructuring includes the integration of the DGX Cloud team into the engineering and operations department, prioritizing the needs of Nvidia engineers for their own chips [10][12] Cloud Service Development - The newly launched DGX Cloud Lepton service will also be integrated into the engineering team, as its business progress has been slow since its introduction [3][10] - Initially launched in March 2023, the DGX Cloud service aimed to create new revenue streams and establish direct relationships with AI developers, who previously rented Nvidia chips through major cloud service providers [3][11] Market Challenges - The DGX Cloud team has faced challenges in customer growth, and technical support has been complicated due to deployments across multiple cloud service providers [6][12] - Nvidia's CEO has been reluctant to expand the DGX Cloud business significantly to avoid upsetting core customers like AWS, which are also major purchasers of Nvidia chips [12][13] Financial Projections - Nvidia had previously projected that the new cloud computing business could generate $150 billion in annual revenue, exceeding AWS's current annual revenue, but has since reduced its investment in this area [6][12] - The company plans to invest $26 billion over the next few years to lease servers for its operations [14]