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Nvidia introduces revenue-share model for AI clouds

Nvidia said it is introducing a business model for AI cloud providers that combines credit support and revenue sharing.

The model lets providers buy Nvidia infrastructure and sell Nvidia-powered cloud services.

It gives Nvidia standard product revenue and a recurring share of revenue from the supported capacity.

The company said the structure targets emerging AI companies that can struggle to secure financing for capital-intensive computing infrastructure, even with long-term customer commitments.

AI cloud companies have begun building DSX AI factories to serve customers and workloads across regions under the initiative.

Sharon AI and Firmus are among the first companies collaborating with Nvidia on the model.

Sharon AI, an Australian company focused on sovereign AI infrastructure, said its six-year collaboration with Nvidia will add 72 megawatts of capacity in Australia.

It also said its total AI factory capacity is 132 megawatts, with 102 megawatts contracted to end customers.

Nvidia said Sharon AI plans to deploy up to 40,000 Grace Blackwell GB300 graphics processing units.

Firmus, a Singapore-based infrastructure company, is building a DSX AI factory campus in Batam, Indonesia, which is expected to scale to 360 megawatts and up to 170,000 Nvidia graphics processing units.

🔗 Source: Nvidia

Recent Nvidia developments

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