NVIDIA is introducing a new revenue-sharing business model for AI cloud partners to provide large-scale inference infras

As AI moves from model development to production inference, compute demand is accelerating and 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, stay highly utilized and support the economics of token-scale AI services.

Emerging AI companies have historically had limited access to capital-intensive infrastructure, with even long-term commitments insufficient to unlock financing for compute. To address this, NVIDIA is introducing a new business model that opens up compute access to the fast-growing AI ecosystem of startups, model builders, enterprises, research organizations and regional AI players.

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.

For model builders, inference providers, agent platforms and enterprises scaling AI, this can mean faster access to full-stack accelerated computing without waiting through site selection, power procurement, construction and hardware bring-up.

Sharon AI and Firmus are among the first companies to work with NVIDIA on this new business model. Sharon AI is deploying up to 40,000 NVIDIA Grace Blackwell GB300 GPUs. James Manning, cofounder and CEO of Sharon AI, said that the strategic collaboration marks a pivotal moment in Sharon AI's mission to deliver sovereign, large-scale AI compute infrastructure.

Firmus is building a DSX AI factory campus in Batam, Indonesia that is expected to scale to 360 megawatts and 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 Firmus AI cloud is building a NVIDIA DSX-aligned AI factory to help customers access the compute they need to build and scale AI.

AI native companies such as Baseten, Fireworks AI and Together AI demonstrate where compute demand is headed. They need immediate access to AI cloud capacity to run model training, post-training, fine-tuning and high-volume agentic inference for developers, digital natives and enterprises building with AI. Their customers need reliable access to large-scale NVIDIA accelerated computing as usage grows, but they also need commercial flexibility as products move from pilot to production.