Nvidia’s recent reshaping of its cloud strategy — pivoting DGX Cloud toward a partner-driven marketplace called DGX Cloud Lepton while repurposing portions of its owned fleet for internal R&D — has set off a debate: did that move effectively hand a competitive edge to hyperscalers (Amazon Web...
Nvidia’s quiet retreat from a direct cloud play marks a meaningful strategic pivot: DGX Cloud — once pitched as NVIDIA’s own AI supercomputer service for enterprises — is being repurposed largely as internal infrastructure, while the company leans into a marketplace model (DGX Cloud Lepton) that...