PodcastTBPNOctober 1, 2026
Nvidia’s Cloud Strategy Evolves, Factory-Cognition Drama, Instinct Pushes Into Shopping | Diet TBPN
NVIDIA abandoned aggregating NeoCloud demand for a neutral GPU-scheduling platform, preserving CoreWeave and rivals' leverage over CUDA.
- DGX Cloud Lepton pivoted: NVIDIA's 2023 'planetary scale AI factory' aggregation bet (post-$120M Lepton acquisition, April 2025) softened into a neutral 'unified AI platform'—an Expedia-for-GPUs layer atop CUDA—after NeoClouds like CoreWeave flagged workload-steering risk.
- CoreWeave Forge launch: CoreWeave added CPUs, storage, and management tools, read as a race among ~300 NeoClouds for ClusterMax diamond/platinum tier rather than a competitive shot at peers.
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