NVIDIA is introducing a revenue-sharing business model that enables AI cloud companies to procure accelerated computing

As artificial intelligence transitions from model development to production inference, compute demand is accelerating rapidly, with the industry shifting toward continuously operating AI factories that generate tokens at scale. This shift requires access to large-scale, multi-tenant accelerated computing that can come online quickly, maintain high utilization rates, and support the economics of token-scale AI services.

Historically, emerging AI companies have faced significant barriers to accessing capital-intensive infrastructure, with even long-term commitments proving insufficient to unlock the financing needed for compute capacity. To address this challenge, NVIDIA is introducing a new business model designed to open up compute access to the fast-growing AI ecosystem of startups, model builders, enterprises, research organizations, and regional AI players.

The new model enables AI cloud companies to procure NVIDIA infrastructure for AI-native, enterprise, and independent software vendor customers through economic alignment via a revenue-sharing and credit-support arrangement. Under this partnership structure, AI cloud companies will sell NVIDIA-powered cloud services, with NVIDIA earning both standard product revenue and a share of the cloud revenue from the supported capacity. This arrangement accelerates adoption of NVIDIA platforms among the high-growth, high-conviction AI-native sector while providing NVIDIA with a recurring, usage-linked earnings stream.

For model builders, inference providers, agent platforms, and enterprises scaling AI deployment, this initiative can enable faster access to full-stack accelerated computing without delays from site selection, power procurement, construction, and hardware deployment.

The initiative is already progressing, with AI cloud companies building DSX AI factories designed to serve customers and workloads across multiple regions. Sharon AI and Firmus are among the first companies collaborating with NVIDIA on this new business model. Sharon AI is deploying up to 40,000 NVIDIA Grace Blackwell GB300 GPUs. According to James Manning, cofounder and CEO of Sharon AI, "This strategic collaboration with NVIDIA marks a pivotal moment in Sharon AI's mission to deliver sovereign, large-scale AI compute infrastructure."

Firmus is constructing a DSX AI factory campus in Batam, Indonesia, with plans to scale to 360 megawatts and up to 170,000 NVIDIA GPUs. Tim Rosenfield, co-CEO of Firmus Technologies, stated: "AI-native companies need access to scalable, energy- and cost-efficient compute infrastructure to compete globally. Firmus AI cloud is building a NVIDIA DSX-aligned AI factory, which will enable our cloud to help more customers access the compute they need to build and scale AI."

Companies such as Baseten, Fireworks AI, and Together AI exemplify where compute demand is headed, requiring immediate access to AI cloud capacity for model training, post-training, fine-tuning, and high-volume agentic inference for developers, digital natives, and enterprises building AI solutions. These customers need reliable access to large-scale NVIDIA accelerated computing as their usage grows, along with commercial flexibility as their products transition from pilot to production phases. Organizations seeking to secure compute capacity and build and deploy AI models can contact Sharon AI and Firmus.