Digitimes October 22, 2026 By DIGITIMES positive

Nvidia becomes AI's central bank as cloud startups face mounting pressure

AI / LLMSemiconductorsNVIDIA / GPUSupply ChainRegulationData Center

As Nvidia expands its chip business beyond technology giants into emerging AI markets such as new cloud providers, it has become a "central bank" helping these companies expand by backing customers and demand. But as Nvidia-backed AI cloud companies come under pressure, concerns are growing over how long Nvidia can sustain this role.

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Nvidia becomes AI's central bank as cloud startups face mounting pressure

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