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Nvidia’s New Way to Profit From the AI Boom: Will Startups Pay Up?

Nvidia’s New Way to Profit From the AI Boom: Will Startups Pay Up?

BeInCryptoBeInCrypto2026/07/05 19:57
By:BeInCrypto
Nvidia (NVDA) will let AI startups use its chips now and pay with a share of future revenue. The company detailed the revenue-sharing program in a July 1 blog post. The move casts Nvidia as a financier of the AI buildout rather than a pure hardware seller. From Chip Sales to Compute Royalties Nvidia normally earns a single payment when it sells a graphics processing unit (GPU). This program adds a second, recurring stream on top. Cloud partners buy Nvidia systems, then sell access to startups that lack the capital for their own data centers. In return, Nvidia takes a cut of the cloud revenue those chips generate. This structure provides NVIDIA with a recurring, usage-linked earnings stream, read an excerpt in the blog, co-authored with Chief Financial Officer Colette Kress. Follow us on Xto get the latest news as it happens The plan builds on Nvidias new AI compute model. It also widens the base beyond big buyers now trimming their orders. A Deeper Moat, and Rising Competition Startups that take the credits stay tied to Nvidias chips and software for years. Sharon AI will install up to 40,000 Grace Blackwell GB300 chips under the program. Leopold and Situational Awareness disclose theyve bought 19.9% of Sharon AI.Days later, Sharon and Nvidia announce a strategic collaboration.Sharon AI and Firmus are among the first companies to work with NVIDIA on this new business model.Sharon AI is deploying up to Brandon Carl (@brandonjcarl) July 2, 2026 Firmus is building a 360-megawatt campus in Batam, Indonesia, for up to 170,000 more GPUs. Sharon AI frames its buildout as sovereign compute for markets outside the United States. Nvidia just announced startups can swap compute access for a slice of future revenue. Sharon AI gets 40K GPUs. Firmus is building a 360MW campus in Batam, Indonesia 20km from Singapore housing 170,000 GPUs, operational by Q1 2027.The overlooked angle: this is Nvidia's most Benniji (@BennyLam) July 4, 2026 The lock-in matters as rivals gain. China recently trained a large model without Nvidia chips, and buyers keep testing cheaper options. A Bigger Bet on the AI Boom The design echoes what critics call circular financing. Nvidia has pledged up to $100 billion to OpenAI. It also owns about 7% of CoreWeave, a customer that buys its chips. Analysts liken the loop to vendor financing from the dot-com era. Michael Burry and other skeptics see the setup feeding AI bubble fears. The sums are vast. Morgan Stanley expects Big Techs AI capital spending to top $800 billion in 2026. That figure could reach $1.1 trillion in 2027, rivaling the US defense budget. Meanwhile, markets stayed calm. NVDA closed at $194.69 on July 2, the last session before the holiday break. Its value sits near $4.8 trillion, still below its 52-week high. Nvidia (NVDA) Stock Performance. Source: TradingView The coming quarters will show how much revenue the program adds. They will also reveal whether startups treat Nvidia as a partner or a landlord.
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