The Information's TITV Nvidia’s Retreat of AWS-like Cloud Ambitions, SpaceX IPO and 2026 IPO Outlook | Dec 23, 2025
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Dec 23, 2025 
Amit Zaveri, Chief Product and Operating Officer at ServiceNow, discusses the company's $7.75 billion acquisition of Armis and their ambitious plans for data analytics. Wayne Ma, a reporter on NVIDIA, shares insights on the company's strategic retreat from competing with AWS, citing challenges like customer limitations and reliability issues. Cory Weinberg analyzes why recent tech IPOs have struggled, highlighting investor hesitance. Finally, Philip Johnston, CEO of StarCloud, explores the reality of space-based data centers and Elon Musk's potential SpaceX IPO narrative.
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Data Analytics As The Next Major Business
- ServiceNow sees data analytics as a natural sixth business leveraging its enterprise OS visibility for insight-to-action.
- Amit Zaveri highlighted Raptor DB and workflow data fabric as core pieces for growing analytics revenue.
NVIDIA's Cloud Retreat Explained
- NVIDIA built a "cloud of clouds" to showcase GPU-optimized servers but struggled with reliability and few customers.
- Wayne Ma said reliance on leased hyperscaler capacity and supply shifts made the offering hard to scale.
Supply And Market Changes Undermined The Plan
- Chip supply dynamics and emergent smaller cloud providers reduced the need for NVIDIA's own cloud service.
- Wayne Ma noted hyperscalers hoarded chips early, then new providers filled demand, undermining NVIDIA's plan.