Nvidia 资助 AI 创业公司以削弱亚马逊和微软的影响力
nvidia 正在为 ai 初创公司提供收入担保，以换取其云收入的一部分。该策略旨在减少对亚马逊和微软等正在开发自主芯片的大型科技公司客户的依赖。
nvidia is actively financing ai startups by guaranteeing their cloud revenue, a move that allows these young companies to secure debt financing for expensive gpu clusters. the deals include a provision where nvidia itself will lease back unused compute capacity if the startups fail to find customers, effectively subsidizing the risk. this strategy gives nvidia a direct stake in the cloud market and diversifies its customer base beyond big tech. currently, hyperscalers like microsoft and amazon purchase the majority of nvidia's chips while simultaneously developing their own internal ai hardware, creating a long-term competitive threat. by bankrolling independent cloud providers, nvidia aims to loosen the grip of these tech giants and secure demand for its chips.