Rohan Paul· @rohanpaul_ai · X·· 7 天前AI 评分63
AI 导读
Nvidia 正重新设计 AI 算力合作模式，将租赁担保换成分享云收入，消息来自 The Information。Nebius 等云厂商不愿让出利润，而愿意签约的较弱云厂商又可能在财务上过度依赖 Nvidia；Nvidia 季度文件列出 360 亿美元 AI 云承诺，协议通常为期 6 年。
正文
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.
来源：Rohan Paul · x.com