AI 导读
WSJ 报道，NVIDIA 在对其控制权诉求的担忧升温后，暂停了部分 AI 云收入分成协议，并正在重新考虑这一结构。报道称 NVIDIA 原本正从单纯的芯片供应商，转向芯片供应加资金背书、收入分成合作方，并试图对云厂商客户施加一定控制。额外的控制权诉求引发合作方抵触，也带来潜在反垄断担忧。
正文
WSJ reports NVIDIA paused some AI-cloud revenue-sharing deals after concerns grew over how much control it sought.
So NVIDIA was moving from just being the chip supplier to being chip supplier + financial backstop + revenue-sharing partner + some control over the cloud's customers.
per WSJ that extra control is what created resistance and possible antitrust concerns, and NVIDIA has now paused some of those revenue-sharing deals while reconsidering the structure.
来源：@rohanpaul_ai · x.com