AI 导读
据 The Information，Nvidia 正重新设计其 AI 算力合作协议，用云厂商收入分成替代租金担保。原因是 Nebius 等优先云厂商不愿在能另寻借款时让出利润，而愿意签约的云厂商实力较弱，Nvidia 担心其过度依赖自己。Nvidia 季度财报列示约 $36B 的 AI 云承诺，协议通常为期 6 年。
正文
Nvidia is fundamentally rethinking its AI Compute Partnership, which swaps rental guarantees for a cut of cloud revenue.
- per The Information.
because the clouds it most wanted, like Nebius, refused to give up a slice of their profits when they could borrow elsewhere, while the clouds eager to sign up were weak enough that Nvidia feared they'd become too financially dependent on it.
Nvidia's quarterly filing listed $36B of AI cloud commitments on agreements typically running 6 years.
来源：Rohan Paul · x.com