Rohan Paul· @rohanpaul_ai · X·· 3 小时前AI 评分57
AI 导读
据 The Information，Nvidia 正在重新设计其 AI 算力合作计划，用云收入分成取代租赁担保。原因是 Nebius 等目标云厂商在能从别处借款时拒绝让出利润，而急于签约的云厂商又弱到 Nvidia 担心其过度依赖自己。Nvidia 季度财报中列有 360 亿美元的 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