Nvidia could invest in AI cloud operator Lambda at $1B valuation

I suppose for the self-serve cloud market, that's set to blow up. For all those people who want to train their own models, LoRA adapt, or explore possibilities.

Jensen has talked about creating a cloud including their customers selling back compute time on DGX nodes.

https://nvidianews.nvidia.com/news/nvidia-announces-financia...

Two, they'd be directly competing with their major datacenter customers. They already do this in other markets, but there's a balancing act with how much you can push the big cloud players and how much they'll spend trying to replace you. Nvidia is already struggling to keep them in line (controlling customers is in their DNA) and every new market segment they enter makes antitrust regulators wary.

Having an investment also doesn't tie them to the fate of any particular company. If it goes bankrupt tomorrow, Nvidia doesn't have to sit there and fire the employees/unwind the company.

Lots of others too, like not wanting to get involved with future cloud legislation.