Nvidia is pausing some of its cloud revenue-sharing deals, in which it partners with cloud providers to set up AI compute clusters.
According to a report from Wall Street Journal and citing people familiar with the matter, the company has halted some of these initiatives over concerns that it could lease to antitrust scrutiny.
– Sebastian Moss
Nvidia announced plans for the revenue-sharing agreements in July 2026, in which the chip designer acts as a financial backstop for companies seeking to deploy large-scale clusters, in return for part of the revenue from operations.
The backstop also sees Nvidia agreeing to rent back unused GPUs at a fixed rate. Firmus and Sharon AI were among the first companies to have adopted the offer, with Firmus deploying 170,000 GPUs in Batam, Indonesia, and Sharon AI deploying 40,000 GB300 GPUs.
