正文 · 原文
该语言的正文暂不可用，当前显示已有版本。
https://t.co/bLOwVC84qc
引用或回复的背景（作者 ID 2588345408，https://x.com/i/status/2107316587585998892）： Nvidia is fundamentally rethinking its AI Compute Partnership, which swaps rental guarantees for a cut of cloud revenue.
- per The Information.
because the clouds it most wanted, like Nebius, refused to give up a slice of their profits when they could borrow elsewhere, while the clouds eager to sign up were weak enough that Nvidia feared they'd become too financially dependent on it.
Nvidia's quarterly filing listed $36B of AI cloud commitments on agreements typically running 6 years.