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Nvidia is acquiring Lepton AI, a startup that rents out high-performance servers powered by Nvidia’s own AI chips, per Tech Crunch.
The deets: Lepton AI gives developers and enterprises access to servers built specifically for running large AI models. Think training LLMs or deploying real-time applications.
Instead of buying their own hardware, customers rent these ready-to-use machines to scale quickly and affordably.
Why it matters: this would mark Nvidia’s entry into the cloud services business. Right now, hyperscalers like AWS and Google Cloud buy Nvidia GPUs and rent them to customers.
But if Nvidia buys Lepton, it can cut out the middleman and go direct, offering its own cloud infrastructure and adding a recurring revenue stream to its business.
