NVIDIA Introduces Revenue-Sharing Model for AI Cloud Partners

NVIDIA has introduced a new business model with AI cloud providers that combines revenue sharing and credit support to expand access to large-scale AI infrastructure for startups, model developers, enterprises, research organisations, and regional AI players.

The company said it addresses the growing shift in AI demand from model training to production inference, where AI factories operate continuously to generate tokens at scale.

Under the arrangement, AI cloud providers will procure NVIDIA infrastructure and offer NVIDIA-powered cloud services to customers. NVIDIA will receive revenue from hardware sales as well as a share of cloud revenue generated from the supported capacity.

“This new model enables AI clouds to procure NVIDIA infrastructure for AI-native, enterprise and ISV customers through economic alignment with a revenue-sharing and credit-support model,” NVIDIA said in a blog post.

According to the company, the structure aims to help AI companies gain faster access to computing capacity without waiting for data centre site selection, power procurement, construction, and hardware deployment.

The initiative is already underway, with AI cloud providers building NVIDIA DSX AI factories across multiple regions. Sharon AI and Firmus are among the first companies to adopt the model.

Sharon AI plans to deploy up to 40,000 NVIDIA Grace Blackwell GB300 GPUs.

Meanwhile, Firmus is building a DSX AI factory campus in Batam, Indonesia, which the company expects to scale to 360 MW and support up to 170,000 NVIDIA GPUs.

NVIDIA said the model supports AI-native companies, including model builders, inference providers, agent platforms, and enterprises that require large-scale computing for model training, post-training, fine-tuning, and agentic inference. The company added that customers increasingly need both reliable compute capacity and commercial flexibility as AI applications move from pilot projects to production.