NVIDIA launches "AI Computing Partner Program": using computing power as a guarantee in exchange for revenue sharing and equity from cloud providers.

BlockBeats news, July 2, NVIDIA is pushing forward a new project called the “AI Compute Partnership.” According to cloud service providers Firmus and Sharon AI that are participating in the project, NVIDIA has promised to provide a fallback guarantee for compute capacity for these startup cloud service providers: if the GPUs they purchase cannot be leased out, NVIDIA will fund the lease-back of these idle compute resources. In return, NVIDIA will take a share of these startup cloud providers’ cloud service revenues (the revenue-share ratio gradually decreases as the contract term progresses), or exchange for stock subscription rights.

Due to the enormous costs of data center construction and GPU procurement, startup cloud vendors with lower credit ratings often find it difficult to obtain financing. NVIDIA’s capacity replacement guarantee is tantamount to providing them with key credit backing, helping them secure loans smoothly.

At present, giants such as Amazon, Microsoft, SpaceX, Oracle, Meta, and Google have purchased most of NVIDIA’s chips, but these giants are also developing their own chips. NVIDIA hopes to reduce its dependence on major customers by supporting startup cloud providers.

As early as September 2025, NVIDIA had promised to provide CoreWeave with a fallback guarantee for up to $6.3 billion in unsold compute capacity through 2032. In addition, NVIDIA is also currently in discussions to provide similar financial guarantees for a $500 billion large-scale data center proposed for OpenAI.