Nvidia's DGX Cloud Lepton: A planetary-scale AI factory is born
Santa Clara, Monday, 19 May 2025.
Nvidia has launched DGX Cloud Lepton, a new AI platform set to revolutionize AI development. It acts as a compute marketplace, linking developers to a vast network of GPUs. The platform boasts access to tens of thousands of GPUs from global cloud providers. Jensen Huang, Nvidia’s CEO, envisions this as the foundation for a ‘planetary-scale AI factory.’ DGX Cloud Lepton integrates seamlessly with Nvidia’s software stack. This includes NIM and NeMo microservices, Blueprints, and Cloud Functions. Several partners will offer Nvidia Blackwell GPUs on the DGX Cloud Lepton marketplace.
Strategic partnerships and market reach
Nvidia is collaborating with Nvidia Cloud Partners (NCPs) to expand the reach of DGX Cloud Lepton [1][2]. These partners include CoreWeave, Crusoe, Firmus, Foxconn, GMI Cloud, Lambda, Nebius Nscale, SoftBank Corp., and Yotta Data Services [1]. These NCPs will provide access to Nvidia Blackwell and other GPUs on the DGX Cloud Lepton marketplace [1][2]. Yotta Data Services is notably the first NCP in the Asia-Pacific region to join the NVIDIA Exemplar Cloud initiative [1]. This collaboration enhances Nvidia’s market position by leveraging partner networks to offer extensive GPU resources globally [1][2].
Advancing AI development capabilities
DGX Cloud Lepton aims to facilitate the development of agentic and physical AI applications [2]. The platform’s integration with Nvidia’s software stack, including NIM, NeMo microservices, Blueprints, and Cloud Functions, provides developers with a comprehensive suite of tools [1][2]. DGX Cloud Lepton also offers management software for cloud providers. This software delivers real-time GPU health diagnostics and automates root-cause analysis [2]. The announcement of NVIDIA Exemplar Clouds further supports NCPs in enhancing security, usability, performance and resiliency, strengthening the overall AI development ecosystem [1][2].
Potential revenue streams and competitive advantages
The DGX Cloud Lepton platform introduces new revenue streams for Nvidia through its compute marketplace [1][2]. By connecting AI developers with a global network of GPU cloud providers, Nvidia can capitalize on the increasing demand for accelerated computing resources [1]. The platform’s ability to provide real-time GPU health diagnostics and automated root-cause analysis offers a competitive advantage. This reduces downtime and improves the efficiency of AI development workflows [2]. The early access program for developers to sign up for NVIDIA DGX Cloud Lepton can drive initial adoption and gather feedback for further platform enhancements [1].