NVIDIA (Nasdaq: NVDA) just do A daring movement that strengthens its already dominant position in the IA infrastructure. The company has completed its acquisition of Lepton AI, a two -year startup, focused on GPU cloud services, in an agreement that would be several hundred million dollars. The lepton model? The rental of NVIDIA’s own GPUs to fuel AI workload activities that warm up while the request for calculation continues to skyrocket. Although Nvidia did not comment on the transaction, the message is clear: they don’t only sell the shovels in the Gold Rushthey’s also buy mines.
The co-founders of Lepton, Yangqing Jia and Junjie Bai, will remain on the post-acquisition. The two are well known in the in -depth learning space and bring a serious firepower to expanding software and in NVIDIA cloud ecosystem. Last year, Lepton raised $ 11 million in a seed lap supported by CRV and Fusion Fund. This rapid trajectory and Nvidia’s desire to pay a clear strategy: locking more control over how its tokens are accessible and used, especially since competition is warmed with companies like AI, which has collected more than $ 500 million in venture capital funding.
This agreement does not only concern the growth of strategic positioning. While the AI ​​calculation request moves to an infrastructure based on the cloud and at the end of the GO, Nvidia moves to have the delivery layer more. The inference workloads becoming more complex and companies looking for Plug-And-Play GPU solutions, Nvidia vertical battery equipment in Clounis becomes more difficult to beat. Investors who bet on the long -term AI cycle should take note of it: it is not only a arms race is a earth gain, and the already deleting allegations of Nvidia.
This article appeared for the first time on Gurufocus.