Nvidia, which has settled at the center of the sector in the production of chipset, has turned to an initiative that directly affects the software infrastructure. It is stated that the company is on the table to buy Lepton AI, which renters artificial intelligence -based servers. According to resources close to negotiations, this agreement can reach a value of hundreds of millions of dollars. This information was announced to the public by The Information, one of the US -based technology publications.
LEpton AI has a two -year history. Despite his young age, it is seen that the company attracts the interest of the investor in a short time in terms of its focus. It is an indication that the CRV and 11 million dollars of seed investment from CRV and Fusion Fund in May 2023 are an indication. LEpton AI renters Nvidia’s high -performance artificial intelligence chips to developers and companies.
Behind Nvidia’s wanting to buy this, it lies not only to support chip production, but also to control the infrastructures working with these chips. The server infrastructure offered for the training and use of artificial intelligence models has become an increasing need. Nvidia wants to go beyond selling chip and become a player who directly renters these infrastructures. This shows that the company wants to be positioned not only as a hardware manufacturer, but also as a service provider.
The service offered by Lepton AI represents a technological environment in which Nvidia is already directly in. The servers working with the GPUs developed by the company play a critical role in the employment of complex artificial intelligence systems such as large language models. When Nvidia is located directly in a structure that rents the performance of its own hardware directly to the customer, it both diversifies the income model and obtains direct data on the use of its products. This approach seems to be a natural extension of the company’s strategy to reinforce hardware power with software services.
In addition, the emergence of companies such as Lepton AI clearly reveals the magnitude of the demand in the artificial intelligence market. Another attempt called Together AI, which is only one year older, has been investing more than $ 500 million to date. These two examples show how fast companies that offer data processing and model running capacities gain value. The fact that Nvidia is more active in this area means entering directly into competition.
Nvidia also bought the initiative named Gretel
Last week, it was reported that Nvidia had acquired an initiative called Gretel, which produces synthetic data. Together with this move, the company became interested not only with the servers, but also the data infrastructure that these servers could process. Synthetic data is one of the alternative data sources used in artificial intelligence modeling processes. Nvidia’s interest in Gretel points out that he wants to be strong on the data production side.