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报道称 Nvidia 正重新考虑 AI 算力合作安排
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据援引 The Information 的帖子，Nvidia 正重新考虑以云收入分成为条件、取代租用保障的 AI 算力合作安排。帖子称，Nebius 等目标云服务商不愿让出收益份额，而愿意签约的服务商可能过度依赖 Nvidia。
Nvidia is fundamentally rethinking its AI Compute Partnership, which swaps rental guarantees for a cut of cloud revenue.
- per The Information.
because the clouds it most wanted, like Nebius, refused to give up a slice of their profits when they could borrow elsewhere, while the clouds eager to sign up were weak enough that Nvidia feared they'd become too financially dependent on it.
Nvidia's quarterly filing listed $36B of AI cloud commitments on agreements typically running 6 years.
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