Rohan Paul · @rohanpaul_ai · X·2026-08-28 06:14·7小时前
AI 导读

WSJ报道,英伟达在对其寻求的控制权担忧加剧后,暂停了部分AI云收入分成协议。 因此,英伟达正从单纯的芯片供应商,转变为芯片供应商+财务后盾+收入分成伙伴+对云客户拥有一定控制权的角色。 据WSJ报道,正是这种额外控制权引发了阻力及潜在的反垄断担忧,英伟达现已暂停部分收入分成协议,同时重新考虑其结构。

Rohan Paul@rohanpaul_ai
46AI 编辑部评分,满分 100
2026-08-28 06:14· 7小时前
AI 导读

WSJ报道,英伟达在对其寻求的控制权担忧加剧后,暂停了部分AI云收入分成协议。 因此,英伟达正从单纯的芯片供应商,转变为芯片供应商+财务后盾+收入分成伙伴+对云客户拥有一定控制权的角色。 据WSJ报道,正是这种额外控制权引发了阻力及潜在的反垄断担忧,英伟达现已暂停部分收入分成协议,同时重新考虑其结构。

WSJ reports NVIDIA paused some AI-cloud revenue-sharing deals after concerns grew over how much control it sought.

So NVIDIA was moving from just being the chip supplier to being chip supplier + financial backstop + revenue-sharing partner + some control over the cloud's customers.

per WSJ that extra control is what created resistance and possible antitrust concerns, and NVIDIA has now paused some of those revenue-sharing deals while reconsidering the structure.

来源:Rohan Paul· x.com