BREAKING
NVIDIA to Take Cut of GPU Buyers' Cloud Revenue
How the Revenue-Sharing Model Works
1
NVIDIA gives debt guarantees and credit
↓
2
Partner buys and deploys GPUs
↓
3
NVIDIA takes cloud royalty or warrants
0
Sharon AI GB300 GPUs
0
Firmus GPU capacity
0
MW
Batam AI factory campus
0
%
AI GPU market share
0
B
2026 AI equity investment
0
%
FY2026 revenue growth
Upside vs Circularity Concerns
Upside
●
Startups get GPU credit fast
●
Begin AI development immediately
Concerns
●
Investments loop into NVIDIA revenue
●
Buyback and concentration risk
Impact to Show in Coming Earnings
AI NEWS BLITZ
NVIDIA just unveiled a program taking a share of its GPU buyers' cloud revenue.