Nvidia NASDAQ:NVDA said it has entered revenue-sharing agreements with AI cloud providers to expand deployment of large-scale AI factories, creating a recurring revenue model tied to customer usage.
The new framework enables cloud providers to offer AI computing services through Nvidia's DSX AI factories, which are designed to produce AI tokens at scale. Nvidia said the structure combines revenue sharing with credit support, giving partners a more capital-efficient way to expand infrastructure while creating an ongoing, usage-based revenue stream for the company.
Sharon AI NASDAQ:SHAZ and Firmus are among the first participants in the initiative. Sharon AI plans to deploy as many as 40,000 Nvidia Grace Blackwell GB300 GPUs under the program, supporting large-scale AI workloads.
Nvidia said the model is intended to shorten deployment timelines for model developers, inference providers, enterprise customers, and AI platform operators by providing faster access to fully integrated accelerated computing systems without waiting for new data center construction or infrastructure development.