NVIDIA Unveils Revenue-Sharing AI Cloud Model Backed by 210,000 GPUs
Updated
Updated · NVIDIA Blog · Jul 2
NVIDIA Unveils Revenue-Sharing AI Cloud Model Backed by 210,000 GPUs
3 articles · Updated · NVIDIA Blog · Jul 2
Summary
NVIDIA said AI clouds can now buy its infrastructure under a revenue-sharing and credit-support model, giving startups, enterprises and researchers faster access to large-scale compute for production AI workloads.
The structure targets a shift from model training to always-on inference, where customers need multi-tenant capacity quickly without waiting for site selection, power procurement, construction and hardware bring-up.
Sharon AI and Firmus are the first disclosed partners: Sharon AI plans up to 40,000 Grace Blackwell GB300 GPUs, while Firmus is building an Indonesia campus designed for 360 megawatts and up to 170,000 GPUs.
For NVIDIA, the arrangement adds a recurring, usage-linked revenue stream on supported cloud capacity alongside standard hardware sales, while helping AI-native customers secure more flexible compute as products move from pilot to production.
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Nvidia’s New Revenue-Sharing Model: $30 Billion AI Infrastructure Expansion and Its Global Impact
Overview
Nvidia has launched a global revenue-sharing AI program that ties its financial success directly to how well its cloud partners attract customers and keep their GPUs busy. This model creates predictable, subscription-like cash flows for Nvidia and can boost its valuation. If a partner, like SharonAI, fails to fully use its AI capacity, Nvidia’s revenue from that deal drops. By partnering with companies such as Firmus Technologies to deploy massive AI infrastructure in regions like Asia-Pacific, Nvidia aims to accelerate advanced AI adoption worldwide while ensuring its own growth is closely linked to the performance of its partners.