3 6 Ke·2025-12-30 01:21Group 1 - Capital One expressed concerns about rising cloud computing costs, particularly with Amazon Web Services (AWS), during a technology meeting with NVIDIA [1] - The company is experiencing increasing demand for GPUs and inference models, leading to fears that costs on AWS will spiral out of control [1] - Capital One is exploring alternatives to AWS, including building internal data centers and engaging with emerging cloud service providers focused on AI workloads [1] Group 2 - Emerging cloud service providers such as CoreWeave, Lambda, Crusoe, and Nebius are gaining traction, with NVIDIA collaborating closely with some to reduce reliance on traditional cloud giants [2] - A report from Royal Bank of Canada Capital Markets indicates that 43% of enterprises are using multiple public cloud service providers to lower cloud spending [2] - Despite concerns, Capital One stated its commitment to continue working with AWS, which aims to lower its costs and pass savings on to customers [2] Group 3 - Many AI startups are increasingly relying on competitors' cloud platforms due to high AWS costs, with new cloud services allowing customers to rent GPU power on-demand and pay based on actual usage [2] - AWS's market share peaked in Q2 2022 and has been slowly declining, while Oracle and other emerging clouds have seen gradual growth [2] - As of Q3 this year, AWS, Microsoft Azure, and Google Cloud still account for 63% of enterprise cloud infrastructure spending [2]