rohanpaul_ai· @rohanpaul_ai · X·· 13 小时前AI 评分
Nvidia 拟调整 AI Compute Partnership，以云收入分成替代租赁保证
据 The Information，Nvidia 正在重新考虑其 AI Compute Partnership 模式，用云收入分成替代租赁保证。原因是 Nebius 等它最想要的云厂商在别处能借到钱、不愿让出利润，而积极签约的云厂商又太弱，Nvidia 担心它们在财务上过度依赖自己。Nvidia 季度文件列出 36B 美元的 AI 云承诺，相关协议通常为期 6 年。
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：rohanpaul_ai · x.com