Nvidia Pauses Some AI Cloud Revenue Sharing Deals

Aug 30, 2026
Nvidia has paused some deals in an AI cloud financing program that offered credit support to cloud providers in exchange for revenue sharing. The program remains in place and may be revised.

NVIDIA has paused some deals tied to a revenue sharing program for AI cloud providers introduced in July, Reuters reports, citing the Wall Street Journal. An Nvidia spokesperson told Reuters the business model remains in place and continues to evolve due to high demand.

The program offered credit support to AI cloud companies in exchange for a share of revenue. Under the model, Nvidia sought to rent compute capacity back from cloud customers if they could not sell it, making the company a guaranteed buyer and helping those customers borrow money to buy Nvidia AI chips.

Nvidia would earn revenue from hardware sales and also receive a share of cloud revenue from capacity using its chips. Proposed deals would give Nvidia 50% of revenue above a set threshold.

Some employees raised concerns that the terms could draw antitrust scrutiny. Some cloud providers were told they could rent the chips only to approved customers, and Nvidia preferred capacity to be distributed among multiple smaller firms rather than one large customer.

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