NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout
NVIDIA Blog · Raj Mirpuri · 2026-07-02
NVIDIA announces a revenue-sharing business model allowing AI cloud partners to procure NVIDIA GPU infrastructure for AI-native customers without large upfront capital, with Sharon AI committing 40,000 Grace Blackwell GPUs and Firmus building a 170,000-GPU campus in Indonesia.
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Topics: ai-infrastructuregpu-computenvidiacloud-computingai-business-models
Claims
- NVIDIA is launching a revenue-sharing and credit-support model that lets AI cloud providers access large-scale GPU infrastructure without prohibitive upfront capital commitments.
- Under this model, NVIDIA earns standard product revenue plus a share of the cloud revenue generated on supported capacity, creating a recurring usage-linked earnings stream.
- Sharon AI is deploying up to 40,000 NVIDIA Grace Blackwell GB300 GPUs as an early partner.
- Firmus is building a 360-megawatt AI factory campus in Batam, Indonesia, expected to host up to 170,000 NVIDIA GPUs.
- AI compute demand is shifting from model development toward continuously operating inference factories that generate tokens at scale.
Key quotes
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.
For model builders, inference providers, agent platforms and enterprises scaling AI, it can mean faster access to full-stack accelerated computing without waiting through site selection, power procurement, construction and hardware bring-up.
AI-native companies need access to scalable, energy- and cost-efficient compute infrastructure to compete globally.