英伟达云业务团队重组，聚焦内部AI开发，远离外部企业竞争

环球市场播报2025-12-24

在英伟达 CEO 黄仁勋提出开发可与亚马逊 AWS 竞争的云服务愿景两年多之后，他已逐步放弃与这些大型云厂商直接竞争。知情人士及一份内部备忘录显示，上周他对公司云业务团队进行了重组。根据多位知情人士及内部备忘录，这次重组重新安排了英伟达云业务部门负责人及其他相关高管，一些员工则离职。根据备忘录，Alexis Black Bjorlin 这位 2023 年从 Meta 加入英伟达的高管，将在公司内部...

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服务。该计划旨在开辟新的收入来源，并与租用英伟达芯片的 AI 开发者建立直接联系（这些开发者通常通过 AWS、谷歌和微软租用芯片）。英伟达的卖点是，通过 DGX Cloud 使用其芯片能比云提供商自行配置的性能更好。实际上，英伟达担心随着谷歌、微软和亚马逊各自开发 AI 芯片，客户对英伟达芯片的依赖会下降，并可能转向这些替代品。直接与 AI 开发者建立关系，是英伟达对冲风险的策略。该计划在纸面上具有很大潜力，英伟达也宣传了早期客户，如 ServiceNow、SAP 和 Amdocs。为了创建云服务，英伟达租用了主要云提供商的服务器，并按自家严格规格定制后，再租给 AI 开发者。面临的挑战多位前 DGX 团队员工表示，团队难以吸引客户。此外，由于 DGX Cloud 实际运行在 AWS 等不同云提供商的数据中心，要为客户提供故障排查支持非常困难：对某一设施的修复可能不适用于其他厂商的设施。黄仁勋也不愿意扩大业务规模，以免触怒那些也是英伟达最大芯片客户的云提供商。此外，英伟达已采取多项措施为 CoreWeave、Lambda 等年轻云服务提供商提供资金支持，这些企业在某种程度上与 DGX Cloud 竞争。今年早些时候，英伟达已逐步退出这一新兴云业务。此前，该业务曾向投资者承诺可创造 1500 亿美元收入，超过 AWS 年收入。尽管 Google 等尝试抢占市场份额，英伟达在 AI 芯片销售上仍然占据绝对主导地位。AWS 对其 Trainium AI 芯片进行了大幅折扣，并与 OpenAI 讨论交易方案，使 OpenAI 也可使用 Trainium 芯片。Meta 平台也在考虑投入数十亿美元购买谷歌的 AI 芯片（Tensor Processing Unit）。英伟达也是 AWS、谷歌等云提供商购买的英伟达服务器的最大租用方之一。虽然英伟达曾尝试将这些服务器租给 DGX Cloud 客户，但同样也用于开发包括机器人和自动驾驶技术在内的多种 AI 模型。公司表示，未来几年计划花费 260 亿美元租用这些服务器。英伟达发言人表示：“我们将继续投资 DGX Cloud，为前沿研发提供世界级基础设施，并为我们的云合作伙伴提供成功所需的软件能力。我们的目标一直是将 DGX Cloud 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