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Amid Multibillion-Dollar Deals And Strategic Alliances, DGX Cloud Stands Out As A Catalyst For The Next Phase Of Corporate Computing
The cloud computing sector is undergoing a quiet yet profound transformation. Amid the rise of artificial intelligence, the traditional structure, dominated by Amazon, Google, and Microsoft, is beginning to be challenged by a more aggressive dynamic, driven by new supply and demand models. Nvidia’s entry into this scenario is not just a market expansion, but a clear signal that the cloud architecture, as it was known, is changing. And those who do not adapt quickly may lose their prominence in one of the most strategic sectors of the digital age.
DGX Cloud: Hardware, Software And AI United
Since 2022, Nvidia has made DGX Cloud available, a service that offers powerful infrastructure for artificial intelligence, integrating hardware (Blackwell and Hopper GPUs), specialized software, and direct access to engineers. The differentiator? The cloud giants themselves, such as Amazon Web Services and Microsoft Azure, acquire and manage the equipment with Nvidia chips, and then lease them back to Nvidia, which passes them on to end customers along with technical consulting and software support. Even Google, although with a more discreet presence, finds itself in a changing environment.
Accelerated Growth: Impressive Numbers
UBS experts project that DGX Cloud already has the potential to generate over US$ 10 billion per year. In the last fiscal year, Nvidia announced US$ 10.9 billion in multiyear cloud-related contracts, a jump from US$ 3.5 billion the previous year. Although it is still behind AWS, which generated US$ 107 billion in 2024, this pace points to a significant market transformation.
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Powerhouses Fueled By Nvidia
Nvidia is not limited to DGX Cloud. It is heavily investing in infrastructure startups like CoreWeave and Lambda. CoreWeave, which went public in March 2025, is already projecting revenue of US$ 5 billion for this year and is currently valued at over US$ 23 billion, boasting a backlog of huge contracts.
Recently, the company secured an important contract with Google, and CEO Michael Intrator highlighted its significance for service scalability. CoreWeave is still trying to finalize its acquisition of Core Scientific, a strategic step to take full control of the structure. In the first quarter of 2025, the company’s revenue surged from US$ 188 million to nearly US$ 1 billion, reflecting the skyrocketing demand for AI infrastructure.
Partnership That Challenges, Even While Helping
The structure of DGX Cloud is curious: giants like Amazon, Microsoft, and Google buy equipment from Nvidia but, at the same time, help to fuel its business and invest in their own chips to reduce this dependency.
According to Roy Illsley, an analyst at the consulting firm Omdia, Nvidia took advantage of the initial disorganization of big techs in the face of the AI explosion to position itself as a provider of ready-made solutions. A strategic shortcut that gave it an advantage in a market still taking shape.
At the recent GTC Paris, CEO Jensen Huang announced investments to bring DGX Cloud to Europe, with partnerships in countries such as France, Italy, Spain, the United Kingdom, and Germany. New technology centers will accelerate adoption in industrial sectors such as automotive (BMW, Volvo, Siemens) and pharmaceuticals (Novo Nordisk). Nvidia is transforming itself into a protagonist of an industrial and geopolitical cloud.
The Future Of The Battle Between Giants Amazon, Google, And Microsoft
Although Nvidia claims it does not want to compete “directly” with Amazon, Google, and Microsoft, DGX Cloud represents a clear bet: to serve organizations that need what Nvidia offers; hardware, know-how, and a complete AI stack. And therein lies the problem: by dominating this core, it can redirect the cloud game to its own board. And the big techs are responding by creating their own chips to maintain control of the chain.
Nvidia is no longer just a chip supplier; it has become a cloud operator with ambitions. DGX Cloud, the network of startups fueled by it, mass contracts, and global expansion comprise a robust strategy that could reconfigure the dominance of Amazon, Google, and Microsoft.
Do you agree that Nvidia is changing the rules of the game? Leave your opinion in the comments and share with those who follow the sector.
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