分析认为，尽管英伟达在云计算领域的竞争中仍然落后于现有巨头，但凭借其对GPU的深入了解和高性价比的产品，英伟达有望在未来赢得更多市场份额。In recent years, NVIDIA has quietly engaged in competition in the Cloud Computing field, with its biggest customers such as Amazon and Microsoft as its opponents. Analysis suggests that although NVIDIA is still behind existing giants in the Cloud Computing competition, it is expected to gain more market share in the future thanks to its deep understanding of GPUs and cost-effective products.
Secretly,$NVIDIA (NVDA.US)$have been working hard to develop Cloud Computing Business.
In recent years, NVIDIA has quietly begun competing in the Cloud Computing field against its largest clients, such as Amazon and Microsoft. According to Reuters, NVIDIA is hiring "solutions architects" focused on specific Industries such as finance, Autos, Medical, and retail to drive its Cloud Computing Business development.
Analysts believe that although NVIDIA still lags behind existing giants in the competition within the Cloud Computing Industry, its deep understanding of GPUs and cost-effective products are expected to help it gain more market share in the future.
Currently, one of NVIDIA's major challenges is to make more businesses aware of its products, so NVIDIA needs to invest more effort in increasing market awareness and expanding its customer base, especially among companies that are more cautious about adopting AI technology.
NVIDIA's Chief Financial Officer Colette Kress stated that the annual revenue of the company's Software, services, and support business will exceed 2 billion dollars by the end of 2024. Bloomberg believes that this revenue level positions NVIDIA among the top companies with leading AI Cloud Computing Businesses.
Moreover, according to a report, NVIDIA stated that its AI Cloud Computing Service sales are currently among the leaders and could achieve 150 billion dollars in revenue through Software and Cloud Computing services in the future—this target exceeds NVIDIA's or Amazon AWS's current annual revenue.
However, NVIDIA's Cloud Computing Business has caused dissatisfaction among existing Cloud Computing Service providers because NVIDIA has not only become their competitor but may also change the way companies obtain the Hardware and Software needed for AI applications.
Previously, Jensen Huang publicly stated that he plans to enter the market of Cloud Computing Service providers by enhancing the company's Cloud Computing Service and AI Software Business, and NVIDIA hopes to become a one-stop platform for enterprises to develop and run AI applications.
According to reports, NVIDIA is also considering establishing its own Datacenter to reduce reliance on Cloud Computing Service providers, but it is currently unknown whether this action will actually be taken.
Editor/ping
