消息称英伟达重组云团队：放弃与亚马逊、微软等巨头正面竞争

DoNews2025-12-27

DoNews12月27日消息，据科技媒体 The Information 报道，英伟达上周低调重组了其云计算团队，这一动作被业界解读为公司正式退出了与亚马逊 AWS、微软 Azure 等云巨头的正面战场。2023 年，英伟达推出超级计算机云租赁服务 DGX Cloud，试图构建独立的云生态。然而，面对这一资本密集型市场，英伟达最终选择了务实回调。知情人士透露，重组后的云团队将不再背负激进的市场扩张...

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KPI，而是被整合进更广泛的工程职能中，其首要任务转变为服务内部需求。英伟达推出 DGX Cloud 的初衷，是让企业能以更低门槛访问其顶级 AI 算力。但现实骨感，作为一家硬件基因深厚的公司，英伟达在构建全球数据中心基础设施和软件生态方面遭遇了巨大阻力。与此同时，该服务高昂的定价和复杂的集成难度，也让其难以从成熟的 AWS 手中抢夺客户。消息称转型后的 DGX Cloud 将扮演全新角色：英伟达内部芯片的顶级测试场。与其在红海市场厮杀，不如利用该平台来测试和优化自家的下一代 AI 芯片（如 Blackwell 系列）。通过在内部云环境中模拟高负载 AI 工作流，工程团队能更快发现硬件瓶颈，从而加速产品迭代。这种“内循环”策略，既避免了对外服务的运维压力，又直接反哺了核心硬件业务的竞争力。华尔街对这一“做减法”的决策反应积极。分析师指出，放弃云服务争夺战意味着英伟达无需再投入数百亿美元建设数据中心，从而能将宝贵资金集中于高利润的研发领域。在 AI 基础设施成本飙升的当下，英伟达选择避其锋芒、专注卖“铲子”，被视为一种成熟的商业智慧，有助于其维持目前接近 3 万亿美元的市值高位。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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