
Nvidia ($NVDA) is launching a revenue-sharing and credit-support model to help "neocloud" providers finance large-scale GPU deployments. This initiative aims to transition Nvidia from one-time hardware sales to recurring, usage-linked earnings by partnering with firms like CoreWeave ($CRWV), Nebius ($NBIS), Iris Energy ($IREN), Applied Digital ($APLD), and Spectra ($SPCX). The strategy addresses financing struggles for AI infrastructure while securing long-term monetization of high compute demand.