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Neoclouds secure record funds as Nvidia’s Huang says more investment required

Yahoo Finance · 2026.10.24 07:18 · 원문 사이트
🇰🇷 한글 번역
피치북(PitchBook) 데이터에 따르면 벤처 투자자들은 AI 네오클라우드 기업들에 그 어느 때보다 많은 자금을 투자해 왔다. 하지만 엔비디아의 제슨 황 CEO는 여전히 그 금액이 충분하지 않다고 말한다. 올해 들어 지금까지 AI 네오클라우드(인공지능 워크로드를 위해 GPU의 원격 접근을 판매하는 기업들)에 대한 글로벌 벤처캐피털 투자는 58건의 거래를 통해 총 66억 달러에 달했다. 이는 이전 어느 해보다 많은 자금과 거래 건수를 기록한 것이며, 지난해 44억 달러의 총액 대비 51% 증가한 수치다. CNBC와의 인터뷰에서 황 CEO는 “네오클라우드에 대한 수요가 상상을 초월한다”고 말했다.
📄 원문 (English)
Venture investors have never invested more in AI neocloud companies, according to PitchBook data. It’s still not enough, according to Nvidia CEO Jensen Huang. Global VC investment in AI neoclouds—companies that sell remote access to GPUs for AI workloads—has reached $6.6 billion across 58 deals so far this year. That’s more money and deals than any prior year and 51% above last year’s total of $4.4 billion. In an interview with CNBC, Huang said that “the demand for neoclouds is off the chart,” b
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