算力云洗牌将至，Nvidia 或成最大输家
The neocloud shakeout is coming, and Nvidia has the most to lose
算力云这边开始洗牌了，CoreWeave 跌了四分之一市值，Microsoft 还砍了 Nscale 两万多块芯片的订单，Nvidia 收入也受牵连。
行业高管预计数百家 AI 算力云厂商中只有 7 到 10 家能存活。CoreWeave 市值已蒸发四分之一，Microsoft 撤回了与 Nscale 涉及 23,000 块 Nvidia 芯片的订单。Firmus 则放弃了 IPO 计划。Nvidia 风险最大，因为超大规模云厂商之外的客户贡献了其数据中心收入的 45%。
The neocloud shakeout is coming, and Nvidia has the most to lose
After stock crashes and Firmus's scrapped IPO, industry executives expect only seven to ten of the hundreds of AI cloud providers to survive. CoreWeave lost a quarter of its market value, and Microsoft pulled out of a deal with Nscale for 23,000 Nvidia chips. Nvidia has a lot riding on the outcome, since customers outside the hyperscalers make up 45 percent of its data center revenue. The article The neocloud shakeout is coming, and Nvidia has the most to lose appeared first on The Decoder .
