Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
In a move to support artificial intelligence (AI) startups, Nvidia Corp. (NASDAQ:NVDA) has introduced a new initiative that provides access to high-performance computing infrastructure through a revenue-sharing and credit-support model.
The Jensen Huang-led company announced on Wednesday that the AI cloud providers would offer services powered by Nvidia technology under this program. This setup enables Nvidia to profit from hardware sales and a share of the cloud providers’ future earnings. The initiative aims to alleviate the financial challenges encountered by emerging AI firms requiring access to expensive computing infrastructure.
Several cloud providers, including Sharon AI and Firmus, are among the first to build AI infrastructure using Nvidia’s DSX data center platform under the program’s initial rollout. Sharon AI plans to deploy up to 40,000 NVIDIA Grace Blackwell GB300 GPUs, while Firmus is developing a DSX AI factory campus in Batam, Indonesia.
Nvidia is expanding its AI ecosystem by investing in cloud and data center partnerships, helping emerging AI companies adopt its processors and broaden the use of its technology amid growing demand for AI computing.
Nvidia’s AI Push Divides Experts
Nvidia’s commitment to AI startups is not new. The company reportedly committed more than $40 billion to AI investments in early 2026, led by a $30 billion stake in OpenAI, alongside multi-billion-dollar investments in Corning Inc. (NYSE:GLW) and IREN Ltd. (NASDAQ:IREN).
However, this approach has sparked debates. Critics, including Michael Burry, have raised concerns about the circular nature of these investments, with capital essentially circulating within the same firms. Burry dismissed optimism about Nvidia, calling its apparent strength “all Fugazi” after CNBC commentator Jim Cramer praised the chipmaker and suggested billions of dollars’ worth of Nvidia GPUs could be obscured through complex accounting.
On the other hand, supporters like Futurum Group CEO Daniel Newman have lauded Nvidia’s strategy, arguing that it enables the company to grow larger and generate more cash flow. He stated, "AI Bubble bears will call it circular financing. I call it prudent investing."
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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