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Nvidia Says It Could Build a Cloud Business Rivaling AWS. Is That Possible?

The Information · Anissa Gardizy · last updated

In the past two years, Nvidia has quietly gone into competition with its biggest customers: cloud providers such as Amazon Web Services and Microsoft. Nvidia now rents out servers powered by its artificial intelligence chips to businesses directly, and also provides software to help them develop AI applications.

Nvidia says it is already among the biggest sellers of AI cloud services. And in a little-noticed disclosure, it told investors that in the long run it could generate $150 billion in revenue from software and cloud services—more than either Nvidia or AWS currently generates annually.

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