Nvidia(US:NVDA) 机器之心·2025-09-06 06:00Core Viewpoint - Nvidia has secured a significant partnership with Lambda, a smaller cloud service provider, involving a total deal worth up to $1.5 billion, which includes leasing GPU servers equipped with Nvidia's AI chips [1][3]. Summary by Sections - Partnership Details: The partnership consists of two transactions: one worth $1.3 billion for leasing 10,000 GPU servers over four years, and another worth $200 million for leasing 8,000 servers without a specified timeframe [1][3]. - Lambda's Business Model: Founded in 2012, Lambda primarily rents out data center space and deploys servers equipped with Nvidia GPUs [2]. - Impact on Lambda: Following this deal, Lambda is expected to enhance its revenue, which may increase its chances of going public (IPO) [3]. - Nvidia's Strategy: Nvidia's approach involves investing in smaller cloud service providers like Lambda, allowing them to purchase Nvidia's AI chips, and subsequently renting servers from them. This creates a cycle of revenue that benefits both parties and strengthens Nvidia's market position [4][8]. - Previous Success: Nvidia has previously executed a similar strategy with CoreWeave, which successfully completed a $1.5 billion IPO in March 2025, marking it as one of the largest venture-backed tech IPOs in recent years [7]. - Competitive Landscape: Nvidia's strategy is a response to increasing competition from major AI firms like Microsoft, Google, and Amazon, who are also significant customers of Nvidia. By supporting smaller cloud providers, Nvidia aims to maintain its dominant position in the market [8].