Nvidia's Neocloud Empire: Jensen Huang's Battle Against Microsoft, Amazon, and Google for AI Infrastructure Dominance

Summary

This article from Xpert.Digital examines Nvidia's growing influence through its so-called 'neocloud' ecosystem — a network of GPU cloud providers such as CoreWeave, Lambda Labs, and others that are heavily dependent on Nvidia hardware and positioned as alternatives to the hyperscalers (Microsoft Azure, AWS, Google Cloud). The piece frames Jensen Huang's strategy as building an infrastructure empire that competes with the major cloud providers for AI compute dominance. The neocloud model is sign