Nvidia Pauses $36 Billion AI Cloud Revenue-Sharing Plan

Nvidia had explored revenue-sharing agreements with artificial-intelligence cloud providers as a way to finance capacity expansion and reinforce demand for its chips. The structure could have deepened Nvidia’s role beyond supplying processors by tying the company more closely to customers’ funding and operations. That raised concerns that the dominant AI-chip maker could gain excessive influence over cloud partners and attract scrutiny from antitrust regulators.

As of Aug. 28, 2026, Nvidia has paused the proposed program, which involved commitments totaling as much as $36 billion, according to the report. Internal teams and prospective partners were concerned about potential antitrust reviews and disputes over whether Nvidia would exert too much control over customers’ businesses. The plan has not necessarily been abandoned and may return with revised terms or be folded into other financing and partnership arrangements.