BREAKING
Nvidia to Take Cut of Cloud Revenue
How the Backstop Works
1
Buy GPUs in bulk
↓
2
Nvidia leases unused GPUs
↓
3
Share cloud revenue
0
+
AI companies backed
0
days
Avg payment cycle
Key Deals by Scale
CoreWeave add
2
CoreWeave svc
6
OpenAI cap
100
Praise vs Circular-Finance Fears
Supporters
●
Smaller clouds expand capacity
●
Broadens AI access
Critics
Chanos, Burry
●
Calls it round-tripping
●
Compared to vendor financing
Sustainability in Question
AI NEWS BLITZ
Nvidia is introducing a model that takes a share of its cloud customers' revenue.