neocloud洗牌将至，Nvidia面临最大风险
原标题：The neocloud shakeout is coming, and Nvidia has the most to lose
AI 摘要
在股价暴跌和IPO取消之后，行业高管预计新兴AI云服务商（neocloud）将迎来一轮洗牌，数百家厂商中可能只有7到10家能长期存活。Nvidia因非超大规模客户占其数据中心收入45%而面临最大风险，正通过股权投资、芯片分配和贷款担保等方式扶持这些合作伙伴。Gartner预测到2030年80%的独立neocloud将停止独立运营，同时算力供给过剩可能导致价格下跌。
正文节选
The neocloud shakeout is coming, and Nvidia has the most to lose Key Points - After stock crashes and canceled IPOs, industry experts expect a shakeout among young AI cloud providers, known as "neoclouds." Only a few of them are likely to survive in the long run. - The shakeout puts Nvidia at risk. Customers outside the big tech companies account for 45 percent of its data center revenue, and the chipmaker is actively backing its partners with credit support and help finding sites. - Neoclouds a