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Nvidia strengthens its presence in Southeast Asia: the AI research and development center in Vietnam has been launched, and the state-owned enterprise Viettel has received technical support.
Nvidia accelerates its layout in Southeast Asia, on Thursday Nvidia CEO Jensen Huang announced the establishment of an AI research and development center in Vietnam to promote the development of Vietnam's AI industry by building AI infrastructure, training Vietnamese AI experts, and supporting AI startups. In addition, Nvidia will acquire the AI department of Vietnam's Vingroup. During regular trading hours on Thursday, Nvidia's stock price rose by nearly 1% at most.
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Intensifying competition! Reports indicate that amazon is persuading cloud customers to avoid nvidia and switch to its own chips.
Analysis suggests that if amazon can shift customer spending to its self-developed server chips, as these chips are cheaper for cloud customers due to their significantly lower power consumption compared to nvidia chips, this will enhance amazon's profit margins. Moreover, it can also prevent nvidia from occupying more cloud market share by directly renting out its chip servers to enterprises.