NVIDIA is launching a revenue-sharing partnership model with AI cloud companies to accelerate compute access for startup

NVIDIA recognizes that as artificial intelligence transitions from model development to production inference, computing demand is accelerating rapidly. The market is shifting toward continuously operating AI factories that generate tokens at scale. This shift demands access to large-scale, multi-tenant accelerated computing that can come online quickly, achieve high utilization rates and support the economics of token-scale AI services.

Historically, emerging AI companies have struggled to secure capital-intensive infrastructure. Even long-term commitments have been insufficient to unlock financing for the necessary compute. To address this gap, NVIDIA is introducing a new business model that democratizes compute access across the fast-growing AI ecosystem of startups, model builders, enterprises, research organizations and regional AI players.

Under this model, AI clouds can procure NVIDIA infrastructure to serve AI-native, enterprise and independent software vendor customers through economic alignment. The partnership operates on a revenue-sharing and credit-support basis. AI clouds will sell NVIDIA-powered cloud services while NVIDIA captures both standard product revenue and a share of the cloud revenue generated from the supported capacity. This structure accelerates adoption of NVIDIA platforms among high-growth AI native companies and provides NVIDIA with recurring, usage-linked earnings streams.

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

The initiative is already operational. Sharon AI is deploying up to 40,000 NVIDIA Grace Blackwell GB300 GPUs. James Manning, cofounder and CEO of Sharon AI, stated that the collaboration marks a pivotal moment in the company's mission to deliver sovereign, large-scale AI compute infrastructure.

Firmus is building a DSX AI factory campus in Batam, Indonesia, expected to scale to 360 megawatts with up to 170,000 NVIDIA GPUs. Tim Rosenfield, co-CEO of Firmus Technologies, noted that AI-native companies need access to scalable, energy and cost-efficient compute infrastructure to compete globally, and that their NVIDIA DSX-aligned AI factory will help 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 heading. These AI natives require immediate access to AI cloud capacity for model training, post-training, fine-tuning and high-volume agentic inference serving developers, digital natives and enterprises. Their customers need reliable access to large-scale NVIDIA accelerated computing as usage grows, while also requiring commercial flexibility as products transition from pilot to production phases.