Nvidia Launches Revenue-Sharing Model for AI Factories

AI cloud providers have traditionally had to make large upfront capital investments to purchase GPUs outright, with financing hurdles making it difficult for smaller startups to expand computing capacity quickly. Nvidia is therefore extending its DSX AI Factory offering beyond hardware sales to include revenue sharing and credit support. Partners sell cloud services, while Nvidia receives a share of usage revenue based on the capacity it supports, in addition to product revenue.

Firmus Technologies announced on June 29, 2026, that it had entered into a partnership with Nvidia through 2034 and would jointly develop a 360-megawatt campus with DayOne on Indonesia's Batam Island. Up to 170,000 GPUs will be deployed in 2027 and 2028. Firmus estimates that offtake agreements could generate $25 billion to $30 billion in revenue over the first six years.