Nvidia pauses AI cloud revenue sharing deals

Nvidia has temporarily halted revenue sharing financing deals designed to support smaller AI cloud companies. The move follows rising investor scrutiny and internal concerns over potential antitrust oversight regarding the chip giant business model.

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FILE PHOTO: Nvidia CEO Jensen Huang speaks during a doorstep after attending the AI Ecosystem Reception in Tokyo, Japan, July 16, 2026. REUTERS/Manami Yamada/File Photo

NVIDIA CORP paused revenue-sharing credit support deals with AI cloud companies last week, pulling back from a financing model launched less than two months ago. The chip giant is reassessing the initiative amid internal concerns over customer control and potential regulatory scrutiny. The program had the potential to drive billions in revenue over the medium- to long-term, according to company disclosures.

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