英伟达暂停部分AI云收入分成协议，因控制权引发反垄断担忧
WSJ reports NVIDIA paused some AI-cloud revenue-sharing deals after concerns gre…
关注AI算力产业链的同学注意了，英伟达在云收入分成上的策略调整可能影响云厂商合作模式，建议跟踪后续反垄断进展。
WSJ reports NVIDIA paused some AI-cloud revenue-sharing deals after concerns grew over how much control it sought.
《华尔街日报》报道，英伟达在对其寻求的控制程度担忧加剧后，暂停了部分AI云收入分成协议。
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.
因此，英伟达正从单纯的芯片供应商转变为芯片供应商+财务支持方+收入分成合作伙伴+对云客户拥有一定控制权的角色。
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.
据《华尔街日报》报道，正是这种额外控制引发了阻力，并可能带来反垄断担忧，英伟达现已暂停部分此类收入分成协议，同时重新考虑其结构。
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