Sharon AI and Firmus are the first partners, with a combined total of up to 210,000 GPUs.
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Under the structure, participating AI clouds procure Nvidia infrastructure and sell Nvidia-powered cloud services to end customers. Nvidia collects its usual product revenue on the hardware plus a percentage of the cloud income earned on that capacity, which the blog post describes as a recurring, usage-linked earnings stream. Per Bloomberg , developers receive token credits in exchange for a slice of their future sales, but neither Nvidia nor its partners has disclosed the revenue-split percentages.
It’s no secret that the credit-support side of this model will help to address a financing gap that Nvidia itself has identified. Even signed, long-term customer commitments have failed to convince lenders to fund large-scale deployments, leaving smaller clouds unable to borrow against the demand they had already generated.
In an 8-K filing dated June 12th, Sharon AI disclosed that the agreement runs for six years and covers 72 MW of new Australian data center capacity built to Nvidia's DSX AI factory design, scaling to as many as 40,000 Grace Blackwell GB300 GPUs. The Nasdaq-listed neocloud separately holds a revenue-share facility of up to $200 million with investor Digital Alpha, disclosed in its CY25 results, meaning portions of its income are now pledged in two directions. Meanwhile, Firmus is building a DSX-aligned campus in Batam, Indonesia, that’s expected to scale to 360 MW and house up to 170,000 Nvidia GPUs.
Nvidia has spent much of the last year funnelling cash directly to its customers, including a $30 billion participation in OpenAI's $110 billion funding round and backing for xAI's $20 billion Colossus 2 financing , arrangements that drew repeated circular financing criticism. The new model inverts that: rather than investing capital that returns as GPU orders, Nvidia extends credit support and collects a royalty on its partners’ sales for years afterward.
Nvidia no longer reports gaming GPU sales as a separate segment
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/nvidia-to-take-a-cut-of-ai-cloud-revenue-on-top-of-hardware-sales#main
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Informational only. No financial advice. Do your own research.