## Nvidia's Rubin GPU: Chinese interest in the cloud Leading Chinese developers of AI models are actively exploring the possibility of accessing Nvidia's future Rubin GPUs through cloud rental services. This strategy would bypass potential obstacles related to the direct purchase and management of cutting-edge hardware. ## Challenges and opportunities The interest in renting Rubin GPUs in the cloud stems from the desire to overcome the challenges associated with high costs, deployment complexity, and regulatory restrictions that could limit the deployment of these GPUs in China. Cloud access would offer greater flexibility and scalability, allowing developers to focus on AI model innovation without worrying about the underlying infrastructure. ## General context The GPU market is booming, driven by the increasing demand for computing power for training and running artificial intelligence models. Nvidia confirms its position as a leader in the sector, with strong demand for its high-end products. Access to these resources via cloud computing is an increasingly popular solution, especially for companies that cannot afford large initial investments in hardware.