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Chips & SemiconductorsNews|July 3, 2026, 02:50 AM
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Nvidia Revenue-Share Model Names 210,000 GPUs But Leaves Split Undisclosed

BySendTech Times Chips & Compute DeskNewsroom-edited, source-reviewed coverage|Source: Tom's Hardware
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Nvidia is offering a revenue-sharing and credit-support model for AI cloud partners that use its infrastructure. Sharon AI and Firmus Technologies are named partners with up to 210,000 GPUs combined, but Nvidia and its partners did not disclose the revenue-split percentages.

Verified against source materialEdited by SendTech Times Chips & Compute Desk
Nvidia Revenue-Share Model Names 210,000 GPUs But Leaves Split Undisclosed
Image source: Tom's Hardware / Getty

Nvidia Adds Revenue Share To AI Cloud Financing

Nvidia is offering a revenue-sharing and credit-support model for AI cloud companies that build services on its infrastructure.

The model lets participating AI clouds procure Nvidia systems and sell Nvidia-powered cloud services to end customers.

Nvidia would collect product revenue on the hardware and a percentage of income from cloud services running on that capacity.

Nvidia described the model as a way to widen compute access for startups that cannot finance large AI infrastructure deployments on their own.

Developers receive token credits in exchange for part of future sales, while the revenue split has not been disclosed.

Sharon AI And Firmus Name 210,000 GPUs

Nvidia listed Australia's Sharon AI and Singapore-based Firmus Technologies as partners in the model.

Their combined plans cover up to 210,000 GPUs.

Sharon AI disclosed in an 8-K filing dated June 12 that its agreement runs for six years.

The filing covers 72 MW of new Australian data-centre capacity built to Nvidia's DSX AI factory design and scaling to as many as 40,000 Grace Blackwell GB300 GPUs.

Sharon AI also has a revenue-share facility of up to $200 million with Digital Alpha, disclosed in its CY25 results.

Firmus is building a DSX-aligned campus in Batam, Indonesia, expected to scale to 360 MW and house up to 170,000 Nvidia GPUs.

Nvidia Revenue Depends On Cloud Usage

The structure changes Nvidia's exposure from a hardware sale alone to a usage-linked revenue stream.

If partner clouds fill racks and sell compute, Nvidia can receive recurring income from the cloud capacity as well as hardware revenue.

Partner clouds still need to keep rented capacity in use while hardware depreciation remains a pressure point for AI infrastructure companies.

Nvidia, Sharon AI and Firmus Technologies did not disclose the revenue-split percentages, customer contracts tied to the named GPU capacity, utilisation commitments or the full financing terms behind the model.

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