On July 1, 2026, NVIDIA unveiled a "revenue-sharing and credit-support model" in an official blog post under which it will receive a portion of AI cloud providers' (neoclouds') cloud revenue on top of ordinary hardware sales when they buy its chips in bulk. The move is part of a broader shift in which the world's most valuable company is leaning on its vast cash position to expand investments and credit support for customers, taking on the character of a financier to the AI economy.
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