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Nvidia acts as GPU backstop for customers: guarantees to repurchase idle Blackwell units in exchange for revenue share of cloud inference.

Risk-transfer mechanism reduces customer capex risk and locks customers into Nvidia's inference cloud ecosystem via revenue participation.
Trade pressSlicast · July 2, 2026 at 15:06 UTC · Global · Source: Data Center Dynamics
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Nvidia acts as GPU backstop for customers:… · Slicast