Nvidia steps back from DGX Cloud — stops trying to compete with AWS and Azure

Nvidia has shifted its focus away from DGX Cloud, a high-priced AI cloud service, and towards Lepton, a GPU rental marketplace that acts as a traffic controller for workloads. Lepton routes workloads to partner providers like AWS and Azure, positioning Nvidia as an aggregator in the cloud AI economy rather than a direct competitor. This move allows Nvidia to maintain leverage in the market and keep smaller providers connected to its ecosystem. Developers benefit from increased GPU capacity at competitive prices through familiar cloud platforms, while Nvidia gains tighter control over GPU workload flow globally.