SAN FRANCISCO/TAIPEI, May 19 (Reuters) - Nvidia ( NVDA )
announced a new software platform on Monday that will create a
marketplace for cloud-based artificial intelligence chips.
Nvidia's ( NVDA ) graphics processors, or GPUs, dominate the market
for training AI models and a raft of new cloud players called
"neoclouds" such as CoreWeave ( CRWV ) and Nebius Group ( NBIS ) have emerged to
specialize in renting out Nvidia's ( NVDA ) chips to software developers.
The Santa Clara, California-based company announced the new
tool called Lepton that lets cloud computing companies sell GPU
capacity in one spot.
In addition to CoreWeave ( CRWV ) and Nebius ( NBIS ), other firms
joining the Lepton platform are Crusoe, Firmus, Foxconn, GMI
Cloud, Lambda, Nscale, SoftBank Corp and Yotta Data Services.
Nvidia ( NVDA ) cloud vice president Alexis Bjorlin said that despite
demand surging for chips at startups and large companies, the
process of finding available chips has been "very manual".
"It's almost like everyone's calling everyone for what
compute capacity is available," Bjorlin told Reuters in an
interview. "We're just trying to make it seamless, because it
enables the ecosystem to grow and develop, and it enables all of
the clouds - the global clouds and the new cloud providers -
access to Nvidia's ( NVDA ) entire developer ecosystem."
Absent so far from Nvidia's ( NVDA ) Lepton partner list are major
cloud providers such as Microsoft ( MSFT ), Amazon Web Services
or Alphabet's Google. Bjorlin said the system
is designed for them to be able to sell their capacity on the
marketplace if they choose.
Lepton will eventually allow developers to search for Nvidia ( NVDA )
chips located in specific countries to meet data storage
requirements, Bjorlin said. It will also allow companies that
already own some Nvidia ( NVDA ) chips to more seamlessly search for more
to rent.
Nvidia ( NVDA ) did not disclose what the business model will be for
the new software platform or say whether it would charge
commissions or fees to either developers or clouds.
However, Bjorlin said developers will "still retain their
own relationship to the underlying compute providers, so they've
contracted directly with them."