Sources: Nvidia paused some deals with AI cloud providers in the revenue-sharing program it announced in July; Nvidia says the program is still in place

The company is rethinking the program less than two months after announcing it — Nvidia paused some deals in a new financing initiative …

Wall Street Journal 2026-08-28

@imjustnewatai @imjustnewatai on x
breaking: nvidia paused part of a program that reveals what the ai boom is becoming. nvidia's 10-q says selected ai clouds bought its hardware while nvidia committed $36 billion, usually over six years, to buy their capacity. if the clouds found other customers, nvidia could
@wholemars @wholemars on x
Good ass covering
@anissagardizy8 Anissa Gardizy on x
SCOOP: Nvidia paused some deals in a new financing initiative that offered credit support to AI cloud providers in exchange for a share of revenue. - Nvidia employees have expressed concern the program could draw antitrust scrutiny - There are sensitivities around the extent to
@edzitron Ed Zitron on x
this is *insane*. NVIDIA's CFO literally said on the call last night that this was a way that NVIDIA would “get paid twice,” despite having discontinued the program a week beforehand. They're denying this report, but I trust Anissa's reporting far more than Colette kress
@rhouseresearch @rhouseresearch on x
Seems pretty bad for the longer-tail of neoclouds unable to obtain financing without $NVDA's support.. And probably net-positive for those who don't need their hand held by Jensen to raise capital (e.g. $CRWV w/ $20B+ of debt financings completed YTD without any
r/BetterOffline r on reddit
WSJ: Nvidia Pauses Revenue-Sharing Deals With AI Cloud Companies
@benbajarin Ben Bajarin on x
Fake news, was disputed by the company, and had a discussion about this on our call with IR yesterday.

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