BREAKING
NVIDIA to Take Cut of Cloud Revenue
How the Program Works
1
Backstop GPU buys
↓
2
Guarantee purchases
↓
3
Take revenue share
↓
4
Rate declines over time
Mixed Reaction to the Model
Skeptics
●
Demand engineering
●
Related-party feel
●
GPU demand questioned
Supporters
●
More access for startups
●
Absorbs inventory risk
●
Anchors AI ecosystem
Microsoft Intrinsic Value Estimate
Est. value
3.8
Market cap
2.9
0
M
Seed raised
0
M
Post valuation
0
Team size
NVIDIA Reshapes AI Cloud Economics
AI NEWS BLITZ
NVIDIA has launched a pilot program taking a share of some customers' cloud revenues.