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The narrative of Nvidia as an untouchable monopoly is meeting its first major strategic pivot. CEO Jensen Huang is responding to "productive paranoia" by making two high-stakes moves that fundamentally redefine Nvidia’s relationship with the rest of the AI industry.

Our latest Deep Research, exclusively available to Pro subscribers, analyzes how Nvidia is trading direct competition for long-term ecosystem control:

• The Cloud Retreat: Nvidia is folding its DGX Cloud division to serve internal R&D, ending a direct and costly confrontation with its largest chip customers like AWS and Google.
• Neutralizing Groq: A $20 billion licensing and "acqui-hire" deal secures critical low-latency technology, heading off the threat of specialized inference chips that could undercut GPU margins.
• Full-Stack Dominance: The company is aggressively expanding its proprietary software layer to ensure its "AI factory" architecture remains the industry standard, regardless of hardware shifts.

We asked Deep Research to to investigate how Nvidia is utilizing its massive cash pile to proactively dismantle emerging threats before they can erode the company's historic market lead.

To understand how the world’s most valuable chipmaker is redesigning its corporate strategy to survive the next phase of the AI boom, you need The Information Pro. Take advantage of a special introductory rate of 25% off your Pro subscription.