Nvidia announced a new initiative to enter revenue-sharing agreements with fast-growing startups, allowing these companies to access Nvidia's compute power in exchange for a share of their future profits [1]. The program targets AI-focused startups, including cloud-based AI firms and model builders, by providing them with token credits to power their development. In return, these startups will share both product and cloud revenue with Nvidia, positioning the company as a key intermediary in the AI infrastructure ecosystem [1].
Two initial partners were named for the program: Australia-based Sharon AI, which will deploy up to 40,000 Nvidia GPUs, and Singapore's Firmus Technologies, which is constructing a data center in Batam, Indonesia. The Batam facility is expected to scale to 360 megawatts and house up to 170,000 Nvidia GPUs, offering potential access to more than 200,000 GPUs when combined with Sharon AI's deployment [1].
This move highlights the ongoing scarcity and critical importance of GPU access for AI startups, with GPUs being compared to oil due to their value and volatility. The sector has seen a trend toward revenue and equity-sharing agreements with chipmakers as startups seek to overcome liquidity challenges [1]. OpenAI, for example, has entered into similar deals involving shares or investments from partners such as Amazon and AMD, as reported by CNBC in January [1].
Additionally, Nvidia announced in June plans to raise debt, with sources indicating the amount could reach at least $20 billion. The proceeds are intended for general corporate purposes, including repayment and refinancing of existing debt [1].
CONCLUSION
Nvidia's new revenue-sharing program underscores its pivotal role in the AI startup ecosystem by providing critical compute resources in exchange for future profits. The initiative, backed by significant GPU deployments and a major data center project, is likely to strengthen Nvidia's market position and influence in the AI infrastructure space. The company's recent debt-raising plans further signal its commitment to expanding its capabilities and supporting sector growth.