Nvidia’s DGX Cloud, once positioned as a direct-to-enterprise AI cloud, has quietly taken a backseat in the company’s external strategy. According to an insider speaking to The Information, the GPU behemoth now uses most of DGX Cloud’s capacity for internal research rather than promoting it as a customer-facing product.
It’s a subtle change, but in Nvidia’s financial results for the second quarter of its 2026 financial year, the company no longer attributes its multibillion-dollar cloud spend…
