英伟达一项业务，退居二线

半导体行业观察

2025/09/13

（原标题：英伟达一项业务，退居二线）公众号记得加星标，第一时间看推送不会错过。来源：内容来自tomshardware 。英伟达的 DGX Cloud，曾被定位为面向企业的直连式 AI 云服务，如今在公司战略中悄然退居二线。据 The Information 援引内部人士消息称，这一 GPU 云平台目前大部分算力已用于英伟达自身的研究，而非继续作为面向客户的核心产品。在英伟达 2026 财年...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250913110737978e9bab&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1066051498.USD","symbol_name":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250913110737978e9bab&s=b","article_id":"2567185016","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250913110737978e9bab&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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严重短缺的背景下，这样的高价还算合理，但随着供应逐步改善，这种“紧缺替代方案”的价值已大幅下降。如今，AWS 已将 H100 与 A100 的租赁价格削减高达 45%，这让 DGX Cloud 的直接服务失去吸引力，客户自然转向超大规模云厂商。战略重心转向 Lepton相比之下，英伟达已将重心转向今年早些时候推出的 Lepton GPU 租赁市场。与 DGX Cloud 不同，Lepton 并非英伟达直接采购 GPU 再转租，而是扮演“流量调度员”的角色，将算力需求路由至合作伙伴，包括 AWS 与 Azure——即便后者本身就提供 GPU 服务。借助这种模式，英伟达不再是云计算的直接竞争者，而是成为整个 AI 云经济中的“聚合器”。对英伟达而言，Lepton 的意义在于掌握话语权。通过构建 GPU 市场，英伟达让中小型云厂商继续留在其生态体系中。公司并不需要拥有云，只需掌控技术栈和需求入口。即便客户从未直接触碰过 DGX Cloud，他们依然在为英伟达买单。开发者与行业影响对于开发者来说，从 DGX Cloud 转向 Lepton 意味着可以在已有的云服务（如 AWS 或 Azure）中，以更具竞争力的价格获取 GPU 算力。对英伟达而言，这则意味着减少与渠道伙伴的冲突，同时进一步强化对全球 GPU 工作负载流向的掌控。https://www.tomshardware.com/tech-industry/nvidia-steps-back-from-dgx-cloud*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。今天是《半导体行业观察》为您分享的第4155期内容，欢迎关注。加星标第一时间看推送，小号防走丢求推荐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}