英伟达进军云计算，科技巨头慌了

Core Viewpoint - The rise of AI cloud service providers poses a significant threat to traditional cloud service giants like Amazon, Microsoft, and Google, which have relied on cloud computing as a major profit engine [1][5]. Group 1: AI Cloud Service Providers - Nvidia launched its cloud computing service, DGX Cloud, two years ago and has invested in emerging companies like CoreWeave and Lambda to compete with major cloud providers [2]. - DGX Cloud is projected to grow into a business generating over $10 billion in annual revenue, while CoreWeave is expected to reach approximately $5 billion in revenue this year [2]. - Despite the smaller scale of these AI cloud service providers compared to Amazon's $107 billion cloud revenue last year, their emergence is causing concern among established cloud giants [5]. Group 2: Impact on Traditional Cloud Giants - Amazon's cloud division contributed 29% of its revenue in the latest quarter, generating over 60% of its operating profit, highlighting its critical importance [6]. - Microsoft and Google also face significant risks; a shift in the cloud computing market could result in lost market share and strategic influence [6]. - All major cloud service providers are currently offering AI chip rental services, with Nvidia holding an estimated 80% market share in this area [6]. Group 3: Nvidia's Strategy - Nvidia's DGX Cloud operates on a unique "reverse cooperation" model, where cloud providers purchase and manage hardware, which Nvidia then rents back to them for client use [7]. - This model places traditional cloud giants in a difficult position, as they profit from Nvidia's services while also supporting a potential competitor [8]. - Nvidia has signed long-term cloud service agreements totaling $10.9 billion, a significant increase from $3.5 billion the previous year, indicating the growing scale of DGX Cloud [8]. Group 4: Future Considerations - Nvidia claims that the launch of DGX Cloud is not intended to overshadow cloud computing giants, but rather to connect customers with AI computing power and Nvidia's expertise [12]. - However, as Nvidia encroaches on the territory of cloud giants, these companies are also developing their own custom AI chips, which could threaten Nvidia's revenue [12].