Nvidia's $1.5 Billion Lambda Loop Looks A Lot Like CoreWeave 2.0
1. Nvidia invests $1.5 billion renting its own chips to Lambda. 2. CRWV was previously part of a similar strategy by Nvidia. 3. Nvidia aims to hedge against competitors like AWS and Google Cloud. 4. Nvidia's start-ups double as customers and help secure market position. 5. Investors are concerned about revenue transparency in Nvidia's strategy.