NVIDIA's move is quite ruthless: it locks in downstream channels, shifts the risk to banks, and still gets equity for itself—a classic niche monopoly strategy.

CoinWorld news, NVIDIA is advancing a project called the "AI Computing Partner Program," committing to provide computing capacity guarantees for participating startup cloud service providers. If their purchased GPUs cannot be rented out, NVIDIA will fund the leaseback of these idle computing resources. In return, NVIDIA will take a share of these cloud providers' revenue or receive stock warrants. Due to the enormous costs of data center construction and GPU procurement, startup cloud providers with lower credit ratings often struggle to obtain financing. NVIDIA's capacity replacement guarantee provides them with key credit backing, helping them secure loans smoothly. By supporting startup cloud providers, NVIDIA aims to reduce its reliance on large customers.