shares of Invidia down about 8% in the past month as an AI-fueled rally fades

but the company is reportedly looking at a new business venture that may help and

threaten the major cloud players.

That's the focus of today's Tech Check with Deirdre Bosa.

Hi, D.

Invidious already the dominant AI play.

Jensen Huang wants to make sure that it stays that way and key to that strategy is the cloud

where invidious biggest customers play that's Amazon's AWS Microsoft's

Azure Google Cloud and increasingly Oracle's cloud unit Invidia's ambitions to own the AI ecosystem

and expand its reach beyond GPS that could put it in direct competition with them.

A new report from the information says that Invidia has talked to at least one data center owner about leasing its own

space to power its own cloud service called Cloud DGX, which has been in

development for a few years.

Now that would essentially cut out the middleman. The current cloud provides which has been in development for a few years.

Now that would essentially cut out the middleman,

the current cloud providers that are buying up

Invidia AI chips and integrating them into their own infrastructure.

It would also represent a significant shift in Invidious strategy of working within the existing

data centers of Microsoft, Google, and Oracle.

Now most AI developers today, they access Invidious' GPUs through the the hyperscalers the big cloud players.

Invidia going out on its own would require major investment from the

company but it would also make sense in that it could generate new sources of

...