NVIDIA Offers Revenue Sharing and Credit Support for AI Clouds

For AI infrastructure builders and model operators, vendor-backed financing tied to future cloud revenue changes the capital dynamics for deploying production-scale GPU capacity. In a July 1 blog post, NVIDIA described a program that combines revenue sharing with credit support to help AI cloud providers procure NVIDIA infrastructure for AI-native startups, enterprises and ISVs (NVIDIA blog). NVIDIA named Sharon AI and Firmus Technologies as inaugural partners; CNBC reports Sharon AI will deploy up to 40,000 NVIDIA Grace Blackwell GB300 GPUs and Firmus is building a Batam, Indonesia campus expected to scale to 360 megawatts and house up to 170,000 GPUs (CNBC). Multiple outlets note NVIDIA will earn both hardware revenue and a share of cloud revenue on supported capacity (StorageReview, NVIDIA blog, CNBC).