Nvidia Introduces Revenue‑Sharing Model for AI Cloud Services
Nvidia disclosed on Wednesday, via a blog post, that it is offering cloud‑computing resources to AI cloud providers through a revenue‑sharing and credit‑support arrangement. Under this model, AI cloud providers will sell services powered by Nvidia hardware, delivering Nvidia its standard product revenue together with a proportionate share of the cloud provider’s earnings. The company stated that the structure is intended to give emerging AI firms access to the capital‑intensive infrastructure they would otherwise need large amounts of funding to acquire.
The announcement quoted Nvidia’s description: “This new model enables AI clouds to procure NVIDIA infrastructure for AI‑native, enterprise and ISV customers through economic alignment with a revenue‑sharing and credit‑support model.”
Nvidia highlighted that several cloud companies are already constructing AI centers on its DSX data‑center platform, naming Sharon AI and Firmus as the first participants to operate under the new business model.
The rollout comes amid a flurry of major AI and data‑center agreements that have propelled Nvidia’s valuation to become the largest on Wall Street over the past three years, driven by robust demand for its advanced AI processors.