NVIDIA's CEO recently stated that the company's newly established reporting division, which includes the AI Neoclouds business, is expected to grow faster than the current hyperscale data center sub-division.

This expectation highlights the core position of artificial intelligence cloud services in the company’s future growth landscape. With the global demand for AI computing power continuing to surge, the “new cloud” ecosystem formed by major cloud service providers and emerging AI cloud platforms is becoming a key driver of NVIDIA’s data center business growth.Although hyperscale data center customers (such as Amazon, Microsoft, Google, etc.) have long been the main buyers of NVIDIA GPUs, the CEO pointed out that the group of “new cloud” vendors focused on providing AI model training and inference services is showing even stronger growth momentum. This business model typically provides AI computing services directly to enterprises and developers, allowing for more agile market demand response.Analysts believe this trend reflects the deepening industrialization of AI. Enterprises are no longer satisfied with merely purchasing infrastructure; they are turning to seek more specialized, out-of-the-box AI cloud services. By treating this as an independent and high-growth reporting segment, NVIDIA aims to more clearly demonstrate to the market the value it captures in the wave of AI service adoption.The market remains confident in NVIDIA’s continued leadership in the AI field. Leveraging its powerful hardware (such as the H series GPUs) and comprehensive software stack (such as the CUDA ecosystem), the company has built a strong moat in the AI computing market. The rapid growth of the new cloud business is expected to further consolidate its role as a core supplier of AI infrastructure and open up broader long-term growth opportunities for the company.