
Nvidia ($NVDA) is launching a revenue-sharing and credit-support model to help "neocloud" partners like $CRWV, $NBIS, $IREN, $APLD, and $SPCX finance large-scale GPU deployments. This shift allows Nvidia to move beyond one-time hardware sales into a recurring, usage-linked earnings stream by taking a share of the cloud revenue generated from its infrastructure. The strategy aims to accelerate the adoption of Nvidia platforms while providing financial support to high-growth AI native sectors struggling with capital costs.