from Hacker News

Nvidia pushes further into cloud with GPU marketplace

by Bostonian on 5/21/25, 7:43 PM with 74 comments

  • by theincredulousk on 5/25/25, 5:57 AM

    This has been developing for a while... The big players have basically been competing for allocations of a set production, so NVIDIA negotiated into the allocations that some % of the compute capacity they "sell" them is reserved and exclusively leased back to NVIDIA.

    So now NVIDIA has a whole bunch of cloud infrastructure hosted by the usual suspects that they can use for the same type of business the usual suspects do.

    well played tbh

  • by justahuman74 on 5/25/25, 4:15 AM

    I can't see the cloud providers being happy about this, it whitelabels away their branding and customer experience flows.

    It puts nvidia on both the vendor and customer side of the relationship, which seems odd

  • by Bostonian on 5/21/25, 7:43 PM

  • by AlotOfReading on 5/25/25, 4:19 AM

    I can see the value of the product, but this seems like an incredibly dangerous offering for smaller clouds. Nvidia has significant leverage to drive prices down to commodity and keep any margin for themselves, while pushing most of the risk onto their partners.

  • by bgwalter on 5/25/25, 10:50 AM

    Well, Sun Microsystems launched a cloud shortly before being acquired by Oracle:

    https://en.wikipedia.org/wiki/Sun_Cloud

    Microsoft's Azure is reportedly a loss leader:

    https://www.cnbc.com/2022/12/21/google-leaked-doc-microsoft-...

    But don't let that stop you from going outside your core competency.

  • by londons_explore on 5/25/25, 4:37 AM

    Isn't that rather stepping on the toes of your biggest clients - Microsoft, aws, gCloud, etc.

  • by netfortius on 5/25/25, 5:48 AM

    Isn't their CEO the guy who called Trump re-industrialisation policies 'visionary'? [1] Maybe that's where the idea on cloud (as all others, nowadays) is coming from?!? ;->

    [1] https://www.reuters.com/business/aerospace-defense/nvidia-ce...

  • by zombiwoof on 5/25/25, 5:30 AM

    Bye AMD

  • by saagarjha on 5/25/25, 4:25 AM

    So it's basically Vast.ai but for cloud providers?