Nvidia, Equinix Join to Challenge Cloud AI Dominance

Nvidia’s partnership with Equinix and Together AI, announced Wednesday, creates a formidable new channel for enterprise AI adoption by directly offering open-source model inference. This move strategically bypasses the large cloud hyperscalers, providing a more direct, lower-latency path from silicon to enterprise applications. The deal is a direct response to the growing enterprise demand for data sovereignty and model optionality, a trend seen in recent offerings from players like Dell and HPE who are also building on-premise AI solutions. It establishes a potent, pre-integrated solution outside the walled gardens of AWS, Azure, and Google Cloud. The partnership fundamentally alters the AI infrastructure value chain by bundling Nvidia