NVIDIA's foray into cloud computing disrupts tech giants
NVIDIA—the go-to name for AI chips—is making a big move into cloud computing with its DGX Cloud service.
Even though Amazon, Microsoft, and Google are the established leaders here, analysts at UBS think NVIDIA's new venture could pull in over $10 billion a year.
That's a bold step for a company already owning about 80% of the AI chip market.
NVIDIA is becoming central to how future AI tools are built
NVIDIA isn't just selling chips anymore—it's teaming up with cloud providers to lease out powerful AI hardware.
Partners like CoreWeave expect to make billions just by using NVIDIA's tech.
Meanwhile, big cloud companies are scrambling to build their own AI chips so they're not totally dependent on NVIDIA.
All this means NVIDIA is quickly becoming even more central to how future AI tools and services get built—pretty wild if you're following where tech is headed next.