英伟达重组云计算团队，DGX Cloud 业务战略调整

Ofweek光电信息网2025-12-30

据悉，英伟达已对公司云计算团队进行重组，将名为 DGX Cloud 的数百人团队并入工程与运营部门。这支团队的核心目标已从向外部企业客户销售云计算服务，转变为优先满足英伟达内部工程师开发 AI 模型对自家芯片的需求。此次重组伴随着人事变动。直接向首席执行官黄仁勋汇报的云计算部门负责人 Alexis Black Bjorlin 将在公司内部调任新岗位。该团队现由同样向黄仁勋汇报的高级副总裁 ...

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INTELLIGENCE \"AT\" (HKD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC"},"translate_title":"Nvidia reorganizes cloud computing team, DGX Cloud business strategy adjusts","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS.UK":0.6,"SNVD.UK":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"NVDD":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD":0.6,"3NVD.UK":0.6,"NVDS":0.6,"NVDA":1.98,"NVD3.UK":0.6},"content_text":"据悉，英伟达已对公司云计算团队进行重组，将名为 DGX Cloud 的数百人团队并入工程与运营部门。这支团队的核心目标已从向外部企业客户销售云计算服务，转变为优先满足英伟达内部工程师开发 AI 模型对自家芯片的需求。此次重组伴随着人事变动。直接向首席执行官黄仁勋汇报的云计算部门负责人 Alexis Black Bjorlin 将在公司内部调任新岗位。该团队现由同样向黄仁勋汇报的高级副总裁 Dwight Diercks 领导。英伟达的云计算之梦始于 2023 年 3 月。在那年的年度开发者大会上，黄仁勋亲自发布了 DGX Cloud 服务，描绘了一幅与 AI 开发者直接联通的蓝图。这项服务的初衷具有双重战略意义：一是为公司开辟除芯片销售之外的新收入来源；二是为了与 AI 开发者建立直接联系。当时英伟达已经察觉到潜在风险。谷歌、微软和亚马逊等大型云服务商都在积极开发自家的AI芯片，比如 AWS 的 Trainium、谷歌的 TPU。DGX Cloud 的困境DGX Cloud 的卖点在于性能。英伟达宣称，通过其服务使用的芯片，在配置和表现上会优于通过亚马逊云科技（AWS）等传统云服务商获得的方案。从表面看，这项业务潜力巨大。英伟达曾高调宣布 ServiceNow、SAP 等知名企业成为其早期客户。然而，多位曾在该部门工作的人士透露，DGX 团队始终难以吸引足够规模的客户。另一个更棘手的问题是技术支持。由于 DGX Cloud 服务实际上部署在 AWS 等多家不同云服务商的数据中心里，英伟达在为客户排查故障时面临巨大阻碍。英伟达此次战略收缩，其背后是复杂的商业生态平衡和清晰的优先层级选择。最核心的考量是避免与最大客户发生冲突。一位知情人士指出，黄仁勋始终不愿大规模扩张 DGX Cloud 业务，主要原因就是不愿触怒亚马逊云科技（AWS）等核心客户——这些云巨头是英伟达芯片的采购大户。这种心态在英伟达的财务支持行为上形成了一个有趣的矛盾。英伟达同时通过多种方式，为 CoreWeave、Lambda 等新兴的 GPU 云服务商提供资金支持。这些被投企业的业务，恰恰与 DGX Cloud 形成了直接竞争关系。这种布局更像是一种左右互搏下的分散投资，确保无论如何，市场对英伟达 GPU 的需求都能得到满足。英伟达发言人最新的声明，为此次重组定下了基调：“我们将继续投资 DGX Cloud，为前沿研发提供世界级的基础设施……我们的目标一直是将 DGX Cloud 作为一个试点项目进行培育。”这一表述明确将其定位从“对外商业服务”调整为内部研发支撑与生态试验田。此次战略重心回调，并不意味着英伟达在云计算领域的投入减少，而是方向发生了根本转变。该公司仍是其自身芯片服务器的最大租用者之一。英伟达公开表示，计划在未来几年投入高达260 亿美元用于租用此类服务器。这些强大的算力将不再主要用于服务外部 DGX Cloud 客户，而是转向支持英伟达内部的各种 AI 模型研发工作。投资生态闭环尽管面临竞争，英伟达在 AI 芯片市场的主导地位依然极其稳固。它的战略重心是牢牢抓住 AI 算力的核心——芯片设计与生态构建。数据显示，仅 2025 年前三个季度，英伟达就参与了50笔 AI 相关风险投资，已超过 2024 年全年总量。其投资广泛覆盖了从基础设施、模型厂商到具体应用的全产业链。特别是在 AI 云基础设施领域，对 CoreWeave、Lambda 等公司的投资，确保了其 GPU 产品市场需求的基本盘。在模型层，英伟达不仅重金押注 OpenAI、xAI 等巨头，也广泛投资了 Mistral AI、Cohere 等企业级模型公司。英伟达对前沿的、可能消耗巨额算力的领域也表现出浓厚兴趣。例如，它参与了核聚变能源公司 Commonwealth Fusion 的融资，并投资了为 OpenAI “星际之门” 项目建造数据中心的 Nscale 公司。这些看似多元的投资，最终都指向一个共同的目标：创造一个持续消耗强大 AI 算力的未来生态，从而确保对其 GPU 的长期需求。参考资料：https://finance.sina.com.cn/world/2025-12-28/doc-inhehpya9373581.shtmlhttps://news.futunn.com/post/66520545/no-longer-challenging-aws-head-on-nvidia-restructures-its-cloud?futusource=news_stock_stockpagebignews&ns_stock_id=202597&src=6&lang=zh-cn&level=1&data_ticket=1766116194545042https://www.ithome.com/0/890/490.htm","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","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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