Latest news with #YangqingJia
Forbes
2 days ago
- Business
- Forbes
Nvidia Wants To Build A Planet-Scale AI Factory With DGX Cloud Lepton
DGX Lepton Cloud In April 2025, Nvidia quietly acquired Lepton AI, a Chinese startup specializing in GPU cloud services. Founded in 2023, Lepton AI focused on renting out GPU compute that's aggregated from diverse infrastructure and cloud providers. While the deal value is unknown, the founders of Lepton AI, Yangqing Jia (former VP of Technology at Alibaba) and Junjie Bai, joined Nvidia to continue building the product. Lepton AI had previously raised $11 million in seed funding from investors such as CRV and Fusion Fund. Nvidia has rebranded Lepton AI as DGX Cloud Lepton and relaunched it in June 2025. According to Nvidia, the service delivers a unified AI platform and compute marketplace that connects developers to tens of thousands of GPUs from a global network of cloud providers. How Does DGX Cloud Lepton Work DGX Cloud Lepton serves as a unified AI platform and marketplace, bringing the global network of GPU resources closer to developers. It aggregates the GPU capacity offered by cloud providers, such as AWS, CoreWeave and Lambda, through a consistent software interface. This enables developers to access GPU compute through a centralized interface, regardless of the cluster's location. Lepton Cloud While leveraging the underlying GPU compute, Nvidia is exposing a consistent software platform powered by NIM, Nemo, Blueprints and Cloud Functions. Irrespective of the cloud infrastructure, developers can expect the same software stack to run their AI workflows. DGX Cloud Lepton supports three primary workflows: Dev Pods: Interactive development environments (e.g., Jupyter notebooks, SSH, VS Code) for prototyping and experimentation. Batch Jobs: Large-scale, non-interactive workloads (e.g., model training, data preprocessing) that can be distributed across multiple nodes, with real-time monitoring and detailed metrics. Inference Endpoints: Deploy and manage models (base, fine-tuned, or custom) as scalable, high-availability endpoints, with support for both NVIDIA NIM and custom containers Apart from this, DGX Cloud Lepton delivers operational features such as real-time monitoring and observability, on-demand auto-scaling, custom workspaces, security and compliance. Developers can choose the region of their preference to maintain data locality and comply with data sovereignty requirements. DGX Lepton's Growing Network Nvidia has partnered with major cloud providers and infrastructure providers worldwide. Andromeda, AWS, CoreWeave, Foxconn, Hugging Face, Lambda, Microsoft Azure, Mistral AI, Together AI and Yotta are some of the listed partners for DGX Cloud Lepton. At the recently held GTC event in Paris, Nvidia announced that it is working with some of the leading European cloud providers to enable local developers to meet the data sovereignty needs. It also announced a partnership with Hugging Face to deliver training clusters as a service. Nvidia collaborates with European venture capital firms, Accel, Elaia, Partech, and Sofinnova Partners, to provide up to $100,000 in GPU capacity credits and assistance from NVIDIA specialists for eligible portfolio firms via DGX Cloud Lepton. While the pricing varies based on the cloud provider, the service is currently in preview. Developers can sign up at to apply for early access to Lepton. With DGX Cloud Lepton, Nvidia aims to make GPU computing accessible to global developers. Instead of launching its own cloud platform that competes with the hyperscalers, Nvidia has chosen to partner with them to deliver aggregated compute resources to developers.
Yahoo
08-04-2025
- Business
- Yahoo
Nvidia Just Bought the Startup Renting Out Its Own Chips--Here's Why That's a Power Play
Nvidia (NASDAQ:NVDA) just made a bold move that strengthens its already-dominant position in AI infrastructure. The company has completed its acquisition of Lepton AI, a two-year-old startup focused on GPU cloud services, in a deal reportedly worth several hundred million dollars. Lepton's model? Renting out Nvidia's own GPUs to power AI workloadsa business that's been heating up as demand for compute continues to skyrocket. While Nvidia didn't comment on the transaction, the message is clear: they're not just selling the shovels in the AI gold rushthey're buying the mines too. Warning! GuruFocus has detected 3 Warning Signs with NVDA. Lepton's co-founders, Yangqing Jia and Junjie Bai, will stay on post-acquisition. Both are well-known in the deep learning space and bring serious firepower to Nvidia's expanding software and cloud ecosystem. Just last year, Lepton raised $11 million in a seed round backed by CRV and Fusion Fund. That fast trajectoryand Nvidia's willingness to pay upsignals a clear strategy: lock in more control over how its chips are accessed and used, especially as competition heats up with companies like Together AI, which has raised over $500 million in venture funding. This deal isn't just about growthit's about strategic positioning. As demand for AI compute shifts toward cloud-based, pay-as-you-go infrastructure, Nvidia is moving to own more of the delivery layer. With inference workloads getting more complex and enterprises looking for plug-and-play GPU solutions, Nvidia's vertical stackfrom hardware to cloudis becoming harder to beat. Investors betting on the long-term AI cycle should take note: this isn't just an arms raceit's a land grab, and Nvidia's already staking claims. This article first appeared on GuruFocus.
Yahoo
08-04-2025
- Business
- Yahoo
Nvidia Just Bought the Startup Renting Out Its Own Chips--Here's Why That's a Power Play
Nvidia (NASDAQ:NVDA) just made a bold move that strengthens its already-dominant position in AI infrastructure. The company has completed its acquisition of Lepton AI, a two-year-old startup focused on GPU cloud services, in a deal reportedly worth several hundred million dollars. Lepton's model? Renting out Nvidia's own GPUs to power AI workloadsa business that's been heating up as demand for compute continues to skyrocket. While Nvidia didn't comment on the transaction, the message is clear: they're not just selling the shovels in the AI gold rushthey're buying the mines too. Warning! GuruFocus has detected 3 Warning Signs with NVDA. Lepton's co-founders, Yangqing Jia and Junjie Bai, will stay on post-acquisition. Both are well-known in the deep learning space and bring serious firepower to Nvidia's expanding software and cloud ecosystem. Just last year, Lepton raised $11 million in a seed round backed by CRV and Fusion Fund. That fast trajectoryand Nvidia's willingness to pay upsignals a clear strategy: lock in more control over how its chips are accessed and used, especially as competition heats up with companies like Together AI, which has raised over $500 million in venture funding. This deal isn't just about growthit's about strategic positioning. As demand for AI compute shifts toward cloud-based, pay-as-you-go infrastructure, Nvidia is moving to own more of the delivery layer. With inference workloads getting more complex and enterprises looking for plug-and-play GPU solutions, Nvidia's vertical stackfrom hardware to cloudis becoming harder to beat. Investors betting on the long-term AI cycle should take note: this isn't just an arms raceit's a land grab, and Nvidia's already staking claims. This article first appeared on GuruFocus.
