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 SO WHAT
Nvidia rethinking revenue-sharing deals with AI clouds this quickly suggests the economics of “GPU-as-rev-share” are less straightforward than hoped. If you’re building on second-tier AI clouds, clarify how dependent their pricing and capacity are on these programs before you commit workloads or long-term contracts.
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