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NVIDIA said to be focused less on DGX Cloud and direct service delivery; not a simple question of demand, but multiple variables at work

  • September 16, 2025
  • Analyst: Philbert Shih

Media reports citing people with direct knowledge of the internal situation at NVIDIA say that it has de-prioritized its own cloud infrastructure service DGX Cloud. It is not entirely clear what de-prioritization means, but it seems to suggest that NVIDIA will just focus on using DGX Cloud for select customers and internal training, testing and other purposes.

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