Nvidia is supporting neocloud customers in purchasing its AI chips.The chip designer is acting as a financial backstop for companies in exchange for a share in their revenue.The backstop sees Nvidia agreeing to rent back unused GPUs at a fixed rate. Firmus and Sharon AI are among the first companies to have adopted the offer.Firmus is deploying 170,000 GPUs in Batam, Indonesia, while Sharon AI is deploying 40,000 GB300 GPUs.In a post detailing the new offering, Nvidia said: "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."Through the partnership, AI clouds will sell Nvidia-powered cloud services, with Nvidia earning both standard product revenue and a share of the cloud revenue on the supported capacity. This structure accelerates adoption of Nvidia platforms among the high-growth, high-conviction AI native sector, and provides Nvidia with a recurring, usage-linked earnings stream."This is not the first time Nvidia has signed deals like this, having previously done so with the likes of CoreWeave and Lambda in 2025.The agreement with CoreWeave was signed in September 2025 and had an initial value of $6.3bn, while the deal with Lambda was valued at $1.5bn.Contracts like these ensure that Nvidia maintains a diversified customer base and also expands its internal compute capacity for researchers when GPUs are left idle.The newer contracts have the added benefit of generating income for Nvidia based on the neoclouds' success, effectively creating a win-win situation.
Nvidia acts as backstop for customer GPUs in return for cut of cloud revenue
Firmus and Sharon AI are first adopters










