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Nvidia Muscles Into Cloud Services, Rankling AWS
Last year, Nvidia made an unusual proposal to Amazon Web Services and other cloud providers that have long been the biggest buyers of Nvidia’s specialized artificial intelligence server chips. Nvidia wanted to lease Nvidia-powered servers in the cloud providers’ data centers so it could turn around and rent the same servers to AI software developers. Those developers included some of the biggest cloud customers in the world.
As the discussions progressed, Nvidia’s leverage increased. Demand for Nvidia-powered servers exploded among …