Nvidia Launches Game-Changing AI Revenue Model With Cloud Partners
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Nvidia Launches Game-Changing AI Revenue Model With Cloud Partners Nauman Khan Thu, July 2, 2026 at 1:48 PM EDT 1 min read NVDA SHAZ This article first appeared on GuruFocus . Nvidia ( NASDAQ:NVDA ) said it has entered revenue-sharing agreements with AI cloud providers to expand deployment of large-scale AI factories, creating a recurring revenue model tied to customer usage. The new framework enables cloud providers to offer AI computing services through Nvidia's DSX AI factories, which are designed to produce AI tokens at scale. Nvidia said the structure combines revenue sharing with credit support, giving partners a more capital-efficient way to expand infrastructure while creating an ongoing, usage-based revenue stream for the company. Warning! GuruFocus has detected 3 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Sharon AI ( NASDAQ:SHAZ ) and Firmus are among the first participants in the initiative. Sharon AI plans to deploy as many as 40,000 Nvidia Grace Blackwell GB300 GPUs under the program, supporting large-scale AI workloads. Nvidia said the model is intended to shorten deployment timelines for model developers, inference providers, enterprise customers, and AI platform operators by providing faster access to fully integrated accelerated computing systems without waiting for new data center construction or infrastructure development.
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