NVIDIA seeks to build its business outside the large technology

NVIDIA seeks to reduce its dependence on large technology companies by hitting new partnerships to sell artificial intelligence chips to national countries, companies and competitors’ groups to groups such as Microsoft, Amazon and Google.

This week, the American chips giant announced a billion dollars in American chip deal with Hume, the Kingdom of Saudi Arabia, while the United Arab Emirates announced plans to build one of The largest data centers in the world In coordination with the United States government, where the Gulf states are planning to build a huge infrastructure of artificial intelligence.

The “sovereign artificial intelligence” deals are a decisive part of them NafidiaA strategy for court customers behind Silicon Valley. According to the company’s executives, who are familiar with the industry and analysts, the 3.2 Triton chip maker intends to build its business beyond the so-called superpowers-the large cloud computing groups that NVIDIA said more than half of the data center revenues.

The American company is working to enhance potential competitors for Amazon Web Services, Microsoft’s Azure and Google Cloud services. This includes “NeoClouds”, such as Coreweave, Nebeus, Crusoe and Lambda, which is part of its growing network of “NVIDIA Cloud Partners”.

These companies receive a preferential access to the internal resources of Chipmaker, such as their teams that recommend how to design and improve data centers for their specialized equipment.

Nvidia also makes it easier for her clouds For example, for example, by accelerating the purchase process. In some cases, NVIDIA also invested in Neoclouds, including Coreweave and Neebius.

In February, the chip maker announced that Kuruv was “The first cloud service provider To make the Nvidia Blackwell platform in general, referring to the latest generation of processors for artificial intelligence centers.

In recent months, NVIDIA has also injured alliances with suppliers, including CISCO, Dell and HP, to help sell to institutions of institutions, which runs the infrastructure of its information technology rather than using external sources of the cloud.

“I am sure (more than the opportunity to work outside the large cloud service providers) today than I was a year ago,” Nvidia CEO, Jensen Huang He said Financial Times in March.

Huang tour in the Gulf this week, along with US President Donald Trump, showed a strategy that the company wants to repeat all over the world.

Analysts estimate deals with the new AI in the Kingdom of Saudi Arabia, Humain, and Emirati Ai Company G42 to a giant data center in Abu Dhabi, which will add billions of dollars to its annual revenue. NVIDIA executives say it has been contacted by many other governments to buy their chips for similar sovereign intelligence projects.

Huang has become more clear about NVIDIA’s efforts to diversify her business. In 2024, the launch of Blackwell slices was accompanied by the support of quotes from all major technology companies. But when Huang revealed her successor, Robin, at the GTC conference in March, these allies were less clear during his presentation, which was replaced by Coreove and Cisco.

He said in the event that “every industry” will have its own “Amnesty International factories”-facilities designed for this purpose for its strong potatoes-which represents a new opportunity for sales that pass through hundreds of billions of dollars.

However, the challenge facing NVIDIA is that major technology companies are “the only one that can invest artificial intelligence in a sustainable manner,” according to a new executive director who works closely with the chips maker. “The corporate market may be the next border, but it has not yet exist.”

The sales of the institution data center on an annual basis in the latest financial quarter in NVIDIA, which ends in January, while regional cloud service providers got a greater part of its sales. However, NVIDIA has warned investors of organizational deposits that it still depends on “a limited number of customers”, which are widely believed to be large technology companies that run the largest cloud and consumer internet services.

Large technology groups themselves develop their competitive intelligence chips and push them to their customers as alternatives to NVIDIA.

Amazon, the biggest cloud provider, is looking for a position in the Training of NVIDIA artificial intelligence in two and a half years to start the Chatgpt Chatgpt from Openai’s mutation of artificial intelligence. AI HotHROPIC, which is a large investor, uses Treium Aws to train and operate their next models.

“There are many customers who now kick tires with training and work on models,” said Dave Brown, Vice President of COMPUTE and AWS networks.

“The appointment” gives you really good access to the NVIDIA itself, “said VIPUL VED Prakash, CEO of Togetter AI, one of the open source artificial intelligence tools that have become a partner in NVIDIA Cloud in March.

“If Easter is ultimately competitors and stop being clients, it will be important that NVIDIA has its own cloud ecosystem. I think this is one of the areas of focus, to build this.”

An executive official at another new provider at NeoCloud said the chip maker was “concern” about large technology companies that turn into their designated chips.

“For this reason, I think they are investing in Neoclouds. Half of its revenue is a team of players, but in the end they will lose it, more or less.”