Nvidia launches revenue-sharing model for AI startups and small cloud providers

Nvidia is expanding its business beyond traditional chip sales by launching a new revenue-sharing model that allows it to earn a percentage of cloud revenue from large-scale AI infrastructure deployments in addition to its standard hardware profits. Under this initiative, emerging AI startups and small cloud providers can access Nvidia's computing power and infrastructure through token credits by agreeing to share a portion of their future sales, effectively bypassing the expensive barriers to entry created by the current token bottleneck. The program specifically targets fast-growing AI-native companies rather than major providers like AWS or Azure, with Australia's Sharon AI and Singapore's Firmus Technologies named as the first partners. This strategic shift, described by Nvidia as a way to align economics through a "revenue-sharing and credit-support model," aims to accelerate adoption of its platforms while securing the company a recurring, usage-linked earnings stream from the rapidly expanding AI ecosystem.