Nvidia pauses AI cloud revenue-sharing deals

Nvidia has paused some AI-cloud financing deals less than 2 months after launching a program that offered credit support in exchange for a share of customer revenue, according to Reuters’ report. The company says the model remains in place and is evolving, but employees reportedly worried about antitrust scrutiny and Nvidia’s ability to dictate which customers its cloud partners could serve. Smaller GPU clouds should treat the pause as a financing-risk signal and keep a second capital path open; the archive’s analysis of Nvidia’s circular AI financing shows why the chipmaker’s role as both supplier and banker matters.