金色财经|Aug 27, 2026 22:52
**[US Media: NVIDIA Suspends Part of AI Cloud Revenue-Sharing Agreements Involving $36 Billion Commitment]**
According to a report by Golden Finance on August 28, citing sources from The Wall Street Journal, NVIDIA (NVDA.O) has suspended part of an agreement to provide credit support to AI cloud service providers in exchange for revenue sharing, despite the plan being announced less than two months ago in July. Some NVIDIA employees are concerned that the plan could trigger antitrust scrutiny, particularly regarding the extent to which the company can influence how customers conduct their business.
The plan, named the "AI Compute Partnership Program," involves NVIDIA's commitment to renting its GPU computing power if cloud service providers fail to find other customers, thereby guaranteeing revenue and aiding in securing financing. NVIDIA disclosed this week that such agreements, typically lasting six years, involve a $36 billion commitment.
Under the proposed agreements, once cloud service providers generate revenue exceeding the baseline threshold covering costs such as chip depreciation, data centers, and personnel, NVIDIA would receive 50% of the excess portion. NVIDIA may adjust the program in the future or integrate it into other initiatives.
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