为减少对微软、亚马逊等科技巨头的依赖，英伟达正通过“主权AI”合作与扶持新云平台拓展收入来源。本周，英伟达与沙特Humain达成数十亿美元芯片交易，并支持CoreWeave等新兴云计算平台。CEO黄仁勋强调，未来每个行业都将拥有自己的AI工厂，带来数千亿美元销售机会。然而，亚马逊等科技巨头正开发自有AI芯片，可能威胁英伟达市场地位。尽管采取多元化措施，英伟达仍需警惕客户集中风险。
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