Nvidia’s Silent Cloud Takeover: How the AI Chip King is Disrupting Amazon, Google & Microsoft

In recent months, Nvidia has quietly transformed from the undisputed leader in AI semiconductors
into a formidable new player in cloud computing. What began with DGX Cloud—launched two years
ago as an infrastructure offering focused on AI workloads—has evolved into a full-fledged attempt
to reshape how cloud services are consumed and delivered. The latest development is the launch
of DGX Cloud Lepton, a marketplace designed to aggregate unused GPU capacity across a
network of Nvidia-aligned cloud providers, including CoreWeave, Lambda, and Crusoe. This shift
allows Nvidia to bypass traditional hyperscalers like Amazon, Microsoft, and Google, giving AI
developers direct access to its GPUs without friction or long procurement cycles. While Nvidia
claims it isn’t trying to outcompete its cloud partners, the company’s growing influence in this
space, its control over chip supply, and its expanding list of cloud-service offerings tell a different
story. Let us explore the biggest drivers of Nvidia’s rapid cloud computing expansion and what it
could mean for the broader tech ecosystem.