"Nvidia's Disruptive Entry into Cloud Services Ruffles AWS Feathers"
Nvidia's proposal to lease Nvidia-powered servers in the data centers of cloud providers like Amazon Web Services (AWS) and rent them to AI software developers has rankled AWS, which did not agree to the proposal. Nvidia's leverage increased as demand for its servers surged among AI software developers, and with the impending release of its highly anticipated H100 AI chip, Nvidia saw an opportunity to compete with cloud providers for customers. Microsoft, Google, and Oracle agreed to Nvidia's proposal, while AWS did not.