SANTA CLARA — Nvidia announced a revenue-sharing program on July 1, 2026, to provide AI startups and enterprises with access to its computing infrastructure without requiring them to finance hardware buildouts.

Under this arrangement, revenue from both product sales and cloud operations flows back to Nvidia as AI cloud companies deliver Nvidia-powered services to their customers. Chief Financial Officer Colette Kress wrote in a blog post that this return generates a "recurring, usage-linked earnings stream" for the company.

Kress stated that the model removes the need for customers to navigate site selection, power procurement, construction, and hardware bring-up before accessing large-scale compute. Token credits are part of the offering, giving startups a way to access compute resources without upfront capital outlays.

Nvidia stated that AI-native firms including Baseten, Fireworks AI, and Together AI represent the kind of customers the program is designed to serve. The company framed the program as a response to a structural shift in AI demand from model development toward production inference workloads that require continuously operating infrastructure at scale.

Sharon AI will deploy up to 40,000 Nvidia Grace Blackwell GB300 GPUs through this program. "This strategic collaboration with Nvidia marks a pivotal moment in Sharon AI's mission to deliver sovereign, large-scale AI compute infrastructure," said James Manning, cofounder and CEO of Sharon AI.

Firmus Technologies is developing a campus in Batam, Indonesia, planned at a capacity of up to 170,000 Nvidia GPUs and 360 megawatts of power. Tim Rosenfield, co-CEO of Firmus Technologies, said in a statement, "AI-native companies need access to scalable, energy- and cost-efficient compute infrastructure to compete globally." Nvidia said emerging AI companies have historically had limited access to capital-intensive compute resources, with even long-term commitments insufficient to unlock financing.

Companies including Alphabet and Amazon have been offering access to their own processors. Nvidia reported committing more than $40 billion to AI investments in early 2026, which included a reported $30 billion stake in OpenAI.