Nvidia is quietly shifting course on a plan that once read like a direct challenge to the cloud giants: rather than push DGX Cloud as a public hyperscale competitor to Amazon Web Services, Google Cloud and Microsoft Azure, the company is reorganising the unit to prioritise internal model...
NVIDIA’s retreat from a customer-facing DGX Cloud business marks one of the more consequential strategic pivots in the AI infrastructure market this year, driven by a mix of high launch pricing, operational complexity across multiple hyperscalers, and the political reality of selling services...