Rohan Paul· @rohanpaul_ai · X·· 2026-08-28AI 评分46
AI 导读
WSJ报道，英伟达在对其寻求的控制权担忧加剧后，暂停了部分AI云收入分成协议。 因此，英伟达正从单纯的芯片供应商，转变为芯片供应商+财务后盾+收入分成伙伴+对云客户拥有一定控制权的角色。 据WSJ报道，正是这种额外控制权引发了阻力及潜在的反垄断担忧，英伟达现已暂停部分收入分成协议，同时重新考虑其结构。
正文 · 原文
WSJ reports NVIDIA paused some AI-cloud revenue-sharing deals after concerns grew over how much control it sought.
So NVIDIA was moving from just being the chip supplier to being chip supplier + financial backstop + revenue-sharing partner + some control over the cloud's customers.
per WSJ that extra control is what created resistance and possible antitrust concerns, and NVIDIA has now paused some of those revenue-sharing deals while reconsidering the structure.
来源：Rohan Paul · x.com