⚡Nvidia Launches Revenue-Share Model for AI Factories
TL;DR
Nvidia unveiled a revenue-sharing, credit-backed model to help clouds build multi-tenant AI factories. Early partners Sharon AI and Firmus plan up to 40,000 GB300 GPUs and a 360MW Indonesian campus scaling to 170,000 GPUs.
Nvidia unveiled a revenue-sharing, credit-backed model to help clouds build multi-tenant AI factories. Early partners Sharon AI and Firmus plan up to 40,000 GB300 GPUs and a 360MW Indonesian campus scaling to 170,000 GPUs.
Key Points
New model aligns economics through revenue-sharing and credit support
Sharon AI to deploy up to 40,000 Grace Blackwell GB300 GPUs
Firmus building a DSX campus in Batam, Indonesia, scaling to 360MW and 170,000 GPUs
Aimed at the multi-tenant AI factory buildout with cloud partners
Why It Matters
By financing the buildout it feeds, Nvidia locks in demand for its chips and blurs the line between supplier and investor.
Quick Facts
Frequently Asked Questions
Why does this matter?
By financing the buildout it feeds, Nvidia locks in demand for its chips and blurs the line between supplier and investor.
What happened?
Nvidia unveiled a revenue-sharing, credit-backed model to help clouds build multi-tenant AI factories. Early partners Sharon AI and Firmus plan up to 40,000 GB300 GPUs and a 360MW Indonesian campus scaling to 170,000 GPUs.
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