英偉達一項業務，退居二線

半導體行業觀察

09/13

（原標題：英偉達一項業務，退居二線）公衆號記得加星標，第一時間看推送不會錯過。來源：內容來自tomshardware 。英偉達的 DGX Cloud，曾被定位為面向企業的直連式 AI 雲服務，如今在公司戰略中悄然退居二線。據 The Information 援引內部人士消息稱，這一 GPU 雲平臺目前大部分算力已用於英偉達自身的研究，而非繼續作為面向客戶的核心產品。在英偉達 2026 財年...

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DGX Cloud 仍然出現在收入分類裏，但其角色顯然已經轉向「內部基礎設施」，而不是正面迎戰微軟 Azure 或 AWS。換句話説，DGX Cloud 依然存在，但已不再是市場競爭的前鋒。DGX Cloud 的興衰DGX Cloud 於 2023 年推出，當時的定價為每月每個 H100 實例 36,999 美元。在 GPU 嚴重短缺的背景下，這樣的高價還算合理，但隨着供應逐步改善，這種「緊缺替代方案」的價值已大幅下降。如今，AWS 已將 H100 與 A100 的租賃價格削減高達 45%，這讓 DGX Cloud 的直接服務失去吸引力，客户自然轉向超大規模雲廠商。戰略重心轉向 Lepton相比之下，英偉達已將重心轉向今年早些時候推出的 Lepton GPU 租賃市場。與 DGX Cloud 不同，Lepton 並非英偉達直接採購 GPU 再轉租，而是扮演「流量調度員」的角色，將算力需求路由至合作伙伴，包括 AWS 與 Azure——即便後者本身就提供 GPU 服務。藉助這種模式，英偉達不再是雲計算的直接競爭者，而是成為整個 AI 雲經濟中的「聚合器」。對英偉達而言，Lepton 的意義在於掌握話語權。通過構建 GPU 市場，英偉達讓中小型雲廠商繼續留在其生態體系中。公司並不需要擁有云，只需掌控技術棧和需求入口。即便客户從未直接觸碰過 DGX Cloud，他們依然在為英偉達買單。開發者與行業影響對於開發者來説，從 DGX Cloud 轉向 Lepton 意味着可以在已有的雲服務（如 AWS 或 Azure）中，以更具競爭力的價格獲取 GPU 算力。對英偉達而言，這則意味着減少與渠道夥伴的衝突，同時進一步強化對全球 GPU 工作負載流向的掌控。https://www.tomshardware.com/tech-industry/nvidia-steps-back-from-dgx-cloud*免責聲明：本文由作者原創。文章內容系作者個人觀點，半導體行業觀察轉載僅為了傳達一種不同的觀點，不代表半導體行業觀察對該觀讚好同或支持，如果有任何異議，歡迎聯繫半導體行業觀察。今天是《半導體行業觀察》為您分享的第4155期內容，歡迎關注。加星標第一時間看推送，小號防走丟求推薦","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"}}}