Nvidia Launches 'AI Computing Partner Program': Trading Compute Power for Cloud Provider Revenue Share and Equity
BlockBeats News, July 2nd - NVIDIA is advancing a new project called the "AI Compute Partnership." According to the cloud service providers involved in the project, Firmus and Sharon AI, NVIDIA has committed to providing computational power backing for these startup cloud providers. If the purchased GPUs cannot be rented out, NVIDIA will fund the leasing of these idle computing resources. In return, NVIDIA will take a share of the cloud service revenue from these startup cloud providers (the revenue-sharing ratio gradually decreases over the contract period) or receive stock warrants.
Due to the significant investment needed for data center construction and GPU procurement, startup cloud companies with lower credit ratings often struggle to obtain financing. NVIDIA's capacity swap guarantee effectively provides a crucial credit endorsement, helping them secure loans smoothly.
Currently, giants such as Amazon, Microsoft, SpaceX, Oracle, Meta, and Google have purchased most of NVIDIA's chips, but these giants are also developing their own chips. NVIDIA hopes to reduce its dependence on major clients by supporting startup cloud providers.
As early as September 2025, NVIDIA pledged to back CoreWeave's unsold computing power worth $6.3 billion until 2032. Furthermore, NVIDIA is in talks to provide similar financial guarantees for OpenAI's planned $500 billion large-scale data center.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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