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 commitments to DGX Cloud, a disclosure it had included in prior quarters. This service is still listed in revenue categories, but its role has clearly shifted to in-house infrastructure. In other words, DGX is still alive and kicking, but it's no longer meant to compete head-on with the likes of Microsoft Azure or AWS.
