Latest news with #Lepton
Time of India
20-05-2025
- Business
- Time of India
Nvidia software aims to create marketplace for AI computing power
Nvidia announced a new software platform on Monday that will create a marketplace for cloud-based artificial intelligence chips . Nvidia's graphics processors, or GPUs, dominate the market for training AI models and a raft of new cloud players called "neoclouds" such as CoreWeave and Nebius Group have emerged to specialize in renting out Nvidia's chips to software developers. The Santa Clara, California-based company announced the new tool called Lepton that lets cloud computing companies sell GPU capacity in one spot. In addition to CoreWeave and Nebius, other firms joining the Lepton platform are Crusoe, Firmus, Foxconn, GMI Cloud, Lambda, Nscale, SoftBank Corp and Yotta Data Services. Nvidia cloud vice president Alexis Bjorlin said that despite demand surging for chips at startups and large companies, the process of finding available chips has been "very manual". "It's almost like everyone's calling everyone for what compute capacity is available," Bjorlin told Reuters in an interview. "We're just trying to make it seamless, because it enables the ecosystem to grow and develop, and it enables all of the clouds - the global clouds and the new cloud providers - access to Nvidia's entire developer ecosystem." Absent so far from Nvidia's Lepton partner list are major cloud providers such as Microsoft , Amazon Web Services or Alphabet's Google. Bjorlin said the system is designed for them to be able to sell their capacity on the marketplace if they choose. Lepton will eventually allow developers to search for Nvidia chips located in specific countries to meet data storage requirements, Bjorlin said. It will also allow companies that already own some Nvidia chips to more seamlessly search for more to rent. Nvidia did not disclose what the business model will be for the new software platform or say whether it would charge commissions or fees to either developers or clouds. However, Bjorlin said developers will "still retain their own relationship to the underlying compute providers, so they've contracted directly with them."
Globe and Mail
20-05-2025
- Business
- Globe and Mail
Nvidia Corp: New AI-Platform Lepton is Bullish for Stock
Nvidia Corp. (NVDA) (About (STA Research): Is a Canadian investment research company specializing in advanced stock research and analysis. Our small research team comprises of Financial Professionals). The announcement of Nvidia's new software platform, Lepton, is bullish for Nvidia's stock for several key reasons: 1. Strengthens Nvidia's Dominance in AI Infrastructure Nvidia already leads the AI chip market with its GPUs being the standard for training AI models. By launching Lepton, it's reinforcing its ecosystem, not just selling hardware but also controlling how that hardware is distributed and monetized in the cloud. This deepens its moat in AI infrastructure. 2. Unlocks New Revenue Streams Lepton effectively creates a marketplace for renting out Nvidia GPUs, helping Nvidia tap into cloud-based service revenue. This shift toward a platform/software model could drive higher-margin income in addition to chip sales. 3. Solves a Critical Pain Point in AI Compute Access With demand for GPUs outpacing supply, especially from AI startups and 'neoclouds' like CoreWeave and Nebius, Lepton solves a logistics and availability issue. Centralizing GPU access improves efficiency and enhances the value proposition of Nvidia's chips for both cloud providers and developers. 4. Strengthens Nvidia's Position in the 'Neocloud' Ecosystem By aligning with emerging specialized AI cloud providers (e.g., CoreWeave), Nvidia positions itself as the core enabler of next-gen cloud infrastructure. Lepton enhances these partnerships by simplifying transactions and usage tracking—key for scaling. 5. Investor Sentiment This type of innovation signals to investors that Nvidia continues to lead in AI innovation, which supports its premium valuation. It also reassures the market that Nvidia is planning for sustainable, diversified growth, not just riding a short-term AI boom. Bottom Line: Lepton is likely to be viewed positively by the market, as it shows Nvidia's move toward platformization of AI infrastructure and supports long-term growth. This could attract bullish sentiment from investors and analysts, potentially supporting further upside in Nvidia's stock price.
Mint
19-05-2025
- Business
- Mint
Nvidia pushes further into cloud with GPU marketplace
Nvidia is a relative newcomer to the cloud-computing game, but it's quickly gaining momentum. The semiconductor giant on Monday announced a service that makes its AI chips available on a variety of cloud platforms—widening access beyond the major cloud providers. The service, called DGX Cloud Lepton, is designed to link artificial intelligence developers with Nvidia's network of cloud providers, which provide access to its graphics processing units, or GPUs. Some of Nvidia's cloud provider partners include CoreWeave, Lambda and Crusoe. 'Nvidia DGX Cloud Lepton connects our network of global GPU cloud providers with AI developers," said Jensen Huang, chief executive of Nvidia in a statement. The news was announced at the Computex conference in Taiwan. Leading cloud service providers are expected to also participate, Nvidia said. The move makes its chips more widely accessible to developers of all kinds—not just those who have relationships with those tech giants, analysts say. 'We saw that there was a lot of friction in the system for AI developers, whether they're researchers or in an enterprise, to find and access computing resources," said Alexis Bjorlin, Nvidia's vice president of the DGX Cloud unit. DGX Cloud Lepton is a one-stop AI platform with a marketplace of GPU cloud vendors that developers can pick from to train and use their AI models, Nvidia said. Since the AI boom kicked off in late 2022, Nvidia's GPUs have been a hot commodity. Cloud providers have been racing to gobble up chips to support both their customers and their own internal AI efforts. But at any given time, cloud providers—including smaller players like CoreWeave—might have GPUs that aren't being used. That's where Lepton comes in, Bjorlin said, because it's a way for those providers to tell developers they have excess computing for AI. 'This is Nvidia's way to kind of be an aggregator of GPUs across clouds," said Ben Bajarin, chief executive and principal analyst of market-research firm Creative Strategies. Nvidia will be reaching developers directly, rather than going through its cloud-provider partners. That kind of direct outreach furthers Nvidia's aim of building its business with enterprises, and not just AI labs, said International Data Corp. analyst Mario Morales. The other benefit of working directly with the chip giant is that developers can choose which AI cloud provider to work with, or choose to work with multiple cloud providers, Nvidia's Bjorlin said. 'It is up to the developer to choose," Bjorlin added. 'Nvidia is not intersecting in that pathway." Write to Belle Lin at
RTÉ News
19-05-2025
- Business
- RTÉ News
Nvidia software aims to create marketplace for AI computing power
Nvidia has today announced a new software platform that will create a marketplace for cloud-based artificial intelligence chips. Nvidia's graphics processors, or GPUs, dominate the market for training AI models and a raft of new cloud players called "neoclouds" such as CoreWeave and Nebius Group have emerged to specialise in renting out Nvidia's chips to software developers. The Santa Clara, California-based company announced the new tool called Lepton that lets cloud computing companies sell GPU capacity in one spot. In addition to CoreWeave and Nebius, other firms joining the Lepton platform are Crusoe, Firmus, Foxconn, GMI Cloud, Lambda, Nscale, SoftBank Corp and Yotta Data Services. Nvidia cloud vice president Alexis Bjorlin said that despite demand surging for chips at startups and large companies, the process of finding available chips has been "very manual". "It's almost like everyone's calling everyone for what compute capacity is available," Bjorlin told Reuters in an interview. "We're just trying to make it seamless, because it enables the ecosystem to grow and develop, and it enables all of the clouds - the global clouds and the new cloud providers - access to Nvidia's entire developer ecosystem," he added. Absent so far from Nvidia's Lepton partner list are major cloud providers such as Microsoft, Amazon Web Services or Alphabet's Google. Bjorlin said the system is designed for them to be able to sell their capacity on the marketplace if they choose. Lepton will eventually allow developers to search for Nvidia chips located in specific countries to meet data storage requirements, Bjorlin said. It will also allow companies that already own some Nvidia chips to more seamlessly search for more to rent. "It's a good move for them," said Mario Morales, group vice president at research firm IDC. "Nvidia is close to about 5 million developers. So they want to figure out a way where they can give them (developers) more access to the technology," eh said. Nvidia did not disclose what the business model will be for the new software platform or say whether it would charge commissions or fees to either developers or clouds. However, Bjorlin said developers will "still retain their own relationship to the underlying compute providers, so they've contracted directly with them."
Time of India
19-05-2025
- Business
- Time of India
Nvidia software aims to create marketplace for AI computing power
By Stephen Nellis and Max A. Cherney SAN FRANCISCO/TAIPEI: Nvidia announced a new software platform on Monday that will create a marketplace for cloud-based artificial intelligence chips. Nvidia's graphics processors, or GPUs, dominate the market for training AI models and a raft of new cloud players called "neoclouds" such as CoreWeave and Nebius Group have emerged to specialize in renting out Nvidia's chips to software developers. The Santa Clara, California-based company announced the new tool called Lepton that lets cloud computing companies sell GPU capacity in one spot. In addition to CoreWeave and Nebius, other firms joining the Lepton platform are Crusoe, Firmus, Foxconn, GMI Cloud, Lambda, Nscale, SoftBank Corp and Yotta Data Services. Nvidia cloud vice president Alexis Bjorlin said that despite demand surging for chips at startups and large companies, the process of finding available chips has been "very manual". "It's almost like everyone's calling everyone for what compute capacity is available," Bjorlin told Reuters in an interview. "We're just trying to make it seamless, because it enables the ecosystem to grow and develop, and it enables all of the clouds - the global clouds and the new cloud providers - access to Nvidia's entire developer ecosystem." Absent so far from Nvidia's Lepton partner list are major cloud providers such as Microsoft, Amazon Web Services or Alphabet's Google. Bjorlin said the system is designed for them to be able to sell their capacity on the marketplace if they choose. Lepton will eventually allow developers to search for Nvidia chips located in specific countries to meet data storage requirements, Bjorlin said. It will also allow companies that already own some Nvidia chips to more seamlessly search for more to rent. "It's a good move for them," said Mario Morales, group vice president at research firm IDC. "Nvidia is close to about 5 million developers. So they want to figure out a way where they can give them (developers) more access to the technology." Nvidia did not disclose what the business model will be for the new software platform or say whether it would charge commissions or fees to either developers or clouds. However, Bjorlin said developers will "still retain their own relationship to the underlying compute providers, so they've contracted directly with them."
