整理｜褚杏娟 近日，网上曝出 Lepton AI 已通知用户，Lepton 将于 2025 年 5 月 20 日正式停止运营，此后用 户将无法再访问 Lepton AI 平台上的服务或提交的数据，建议用户在该日期之前尽快下载或备份 所需数据。服务终止时，若用户账户中仍有未使用的积分，官方将会在关停后予以退款处理。 不仅如此，官方网站已经禁止新账户注册，显示正在维护。 收购消息刚被曝出来时，许多人猜测英伟达收购后是会仅保留机器学习人才、大砍业务，还是会 继续运营 Lepton AI 的云平台。目前看来，英伟达似乎更在意的人才，而非其相关具体业务，毕 竟如今已经选择了关闭服务。 对此，InfoQ 向 Lepton Al 方面进行了求证，贾扬清对此回应称: 无法评论，不过不是人才收购。 交易完成时 Lepton AI 约有 20 名员工，目前还未有消息指出这些员工的去留。英伟达此番价值 可能达数亿美元的收购，实现了让 LeptonAI 投资方红杉中国、CRV 和 Fusion Fund 较为可观的 退出，大约在两年前他们参与了该公司 1100 万美元的种子轮融资。 Lepton AI 的官方推特显示也已经被注销。 ...

文章转载自「 InfoQ」 近日，网上曝出 Lepton AI 已通知用户，Lepton 将于 2025 年 5 月 20 日正式停止运营，此后用户将无法再访问 Lepton AI 平台上的服务或提 交的数据，建议用户在该日期之前尽快下载或备份所需数据。服务终止时，若用户账户中仍有未使用的积分，官方将会在关停后予以退款处理。 不仅如此，官方网站已经禁止新账户注册，显示正在维护。 Lepton AI 的官方推特显示也已经被注销。 就在大约两周前，The Information 报道，英伟达已完成对 Lepton AI 的收购，交易价值数亿美元，知情人士透露称创始人 贾扬清 及联合创始人 白俊杰都已加入英伟达，目前还不清楚具体担任职位。 值得注意的是，黄仁勋还一直称英伟达是一家软件公司， Lepton Al 创始团队都是软件方面的顶尖人才，或许这也是双方契合的一点。 收购消息刚被曝出来时，许多人猜测英伟达收购后是会仅保留机器学习人才、大砍业务，还是会继续运营 Lepton AI 的云平台。目前看来，英伟达 似乎更在意的人才，而非其相关具体业务，毕竟如今已经选择了关闭服务。 交易完成时 Lepton AI 约有 2 ...

Core Insights - Lepton AI has announced that it will cease operations on May 20, 2025, advising users to back up their data before this date [1] - The official website has disabled new account registrations, indicating ongoing maintenance [4] - Lepton AI's official Twitter account has been deactivated [6] Acquisition Details - NVIDIA has completed the acquisition of Lepton AI for a deal valued at several hundred million dollars, with the founders joining NVIDIA [8] - The acquisition is seen as NVIDIA prioritizing talent over the continuation of Lepton AI's specific business operations, as the service is set to be shut down [8] - At the time of acquisition, Lepton AI had approximately 20 employees, with no updates on their future roles [9] Company Background - Lepton AI was founded less than two years ago by notable figures in the AI field, including Jia Yangqing and Bai Junjie, who have extensive experience in major tech companies [10] - The company focused on providing AI infrastructure rather than directly competing in the large model space, utilizing a rental model for GPU resources [10][18] - Lepton AI's services included a fully managed AI cloud platform, enterprise solutions, and a Python SDK for building AI applications [12][11] Market Context - The AI computing market is experiencing a surge in demand for rental computing power, with prices doubling over the past year [18] - North America and Europe dominate the rental computing market, with companies like CoreWeave and Nebius leading the way [18] - Lepton AI faced competition from NVIDIA's major clients, including AI cloud service providers [18] Strategic Implications for NVIDIA - The acquisition of Lepton AI is part of NVIDIA's strategy to achieve vertical integration, controlling the entire supply chain from chip design to rental services [19] - This strategy allows NVIDIA to mitigate common industry issues such as inventory backlog and enhances its competitive position against giants like Amazon, Google, and Microsoft [19][22] - NVIDIA aims to position itself as an AI infrastructure company, moving beyond just being a chip manufacturer [22]