Nvidia(US:NVDA) 量子位·2025-09-05 06:33Core Viewpoint - Nvidia is significantly investing in cloud computing by renting its own AI chips from Lambda, indicating a strategic move to strengthen its dominance in the cloud market [1][2][25]. Group 1: Nvidia's Investment and Rental Agreements - Nvidia will lease 10,000 GPU servers equipped with its own AI chips from Lambda for four years, totaling $1.3 billion [2]. - Additionally, Nvidia has entered into another rental agreement for 8,000 servers, valued at $200 million [3]. - The purpose of these rentals is to meet Nvidia's internal research and development needs [4]. Group 2: Lambda's Role and IPO Preparation - Lambda is preparing for an IPO, potentially as early as the first half of 2026 [7][23]. - As a cloud provider, Lambda offers competitive pricing for GPU rentals, especially for long-term or large-scale usage scenarios [11]. - Nvidia is not only a supplier but also an investor and customer of Lambda, creating a symbiotic relationship [10]. Group 3: Financial Strategies and Market Positioning - Nvidia participated in Lambda's $480 million Series D funding round in February 2025, positioning itself as a strategic investor [14]. - Lambda also secured $500 million in debt financing to purchase Nvidia GPUs, with the GPUs serving as collateral [14]. - Nvidia's strategy includes deepening ties with smaller cloud providers to ensure its chips' market penetration, countering competition from larger cloud firms developing their own chips [30][28]. Group 4: Competitive Landscape and Future Outlook - Nvidia's data center business is a major growth driver, contributing $41.1 billion in revenue for the second quarter of fiscal 2026, a 56% year-over-year increase [25]. - The company aims to maintain its leading position in the computing market by supporting smaller cloud firms like Lambda and CoreWeave [31][32]. - CoreWeave, another Nvidia-backed cloud provider, recently went public and saw its stock price surge, reflecting Nvidia's successful investment strategy [22][21].