Nvidia Muscles Into GPU Cloud Market, Rankling New Rivals

Nvidia recently debuted a cloud service enabling artificial intelligence developers to rent server chips directly from the chip designer, part of its push into the cloud market dominated by Amazon and Microsoft.

In doing so, Nvidia is encroaching on the turf of CoreWeave and dozens of other up-and-coming firms that sell the same type of service. Nvidia executives told the firms they could make their AI servers available to customers of Nvidia’s new service, which it calls a “marketplace” of graphics processing units.

The move left these firms, known as AI or GPU cloud providers, with a difficult choice.