Breaking

Nvidia Launches Model Offering GPU Token Credits for a Cut of Future Sales

July 2, 2026 at 01:07 EDT

Infra & Chips
Funding & M&A
Sales & Business

On July 1, 2026, Nvidia introduced a revenue-sharing compute model in which it partners with AI cloud providers to grant token credits to developers and startups in exchange for a share of their future sales. The move was disclosed by CFO Colette Kross in an official blog post and reported by Bloomberg.

AI Infrastructure · NVIDIA

Nvidia's New Playbook: Take a Cut of the Cloud

A new "revenue-sharing and credit-support" model gives capital-light startups large-scale GPU access via AI cloud providers — with Nvidia earning a share of the cloud revenue on top of standard GPU sales.

40,000

Grace Blackwell GB300 GPUs deployed by Sharon AI

170,000

GPUs in Firmus DSX AI factory, 360MW Batam campus

1,300×

Data-center & AI revenue growth over 12 years

A revenue segment that exploded

Data-center & AI revenue, then vs. now (proportional, 1,300-fold)

1×

12 years ago

1,300×

Today

How the new model works

AI cloud providers
procure Nvidia infrastructure to build multi-tenant "AI factories"

→

Developers
get token credits for inference & compute — no data center to build

→

Nvidia
earns GPU sales plus a share of cloud revenue from supported capacity

What makes it different from prior credit programs

Others hand out credits with no strings on the upside — Nvidia now shares in it.

New Nvidia model

Token credits + large-scale hardware via AI cloud — cut = GPU sales + usage-linked cloud revenue share

Google Cloud Startup Program

Cloud credits for startups — no revenue share

NVIDIA NIM API free tier

1,000 (up to 5,000) inference credits, 40 RPM limit — no revenue share

Upside

Hardware procurement barriers fall; prototyping becomes far easier for capital-light AI firms and researchers.

Open question

The revenue-share rate and scope of covered sales are still unclear; commercial costs and rate limits remain a concern.

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