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Nvidia is reconsidering some terms of its AI Compute Partnership with cloud providers, according to The Information’s October 5, 2026 report. The arrangement offers a minimum-revenue commitment for part of a facility’s capacity in exchange for a share of revenue above that floor. Some established providers may prefer outside financing and keeping more of their rental margins; Nvidia is also reported to be wary of making smaller partners too dependent on it. The available reporting points to changing deal terms, not cancellation of the overall program.
How Nvidia’s revenue-sharing arrangement works
Building an AI data center requires substantial capital before a provider has rented out all its capacity. NVIDIA CFO Colette Kress described the partnership as a take-or-pay commitment on a portion of a facility’s capacity: Nvidia guarantees a minimum level of revenue, which may help lenders underwrite a project. In exchange, Nvidia shares in the provider’s revenue earned above that floor.
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“Independent capital still underwrites every deal on its own merits. We’re not making loans,” Kress said on Nvidia’s August 26, 2026 earnings call. In other words, Nvidia described its role as a commitment that can support a project’s financing, not as the lender financing it directly. The public description does not specify the revenue-share percentage or other final contract terms. Nvidia’s corrected transcript has Kress’s remarks.
Why Nvidia is reconsidering the terms
The Information reported that Nvidia is adjusting some term sheets and contracts as it looks for terms that can attract cloud providers without making smaller participants too financially dependent on the company. The report’s account of partner decisions and Nvidia’s concerns is based on people involved in discussions, rather than publicly disclosed contract terms.
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Some providers may not need the revenue floor
According to The Information, some established providers, including Nebius, declined to participate because they could raise debt through other means and did not want Nvidia’s share to reduce potential margins. For a provider with access to outside capital, the value of Nvidia’s minimum-revenue guarantee may not outweigh the revenue share it would give up.
Providers that need support may face a different trade-off
A provider with fewer financing options may value a guaranteed revenue floor more highly, but relying heavily on Nvidia’s commitment could increase its financial dependence on the company. The Information reported that Nvidia is considering this concern while revising terms. The available reporting does not provide comparable financing rates, revenue-share percentages, or finalized contract terms, so the trade-off cannot be quantified reliably.
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What Nvidia has disclosed about the scale
On its August 26, 2026 earnings call, Nvidia said it had $36 billion in AI cloud commitments as of July 26, 2026, typically over six-year terms. That is a figure for commitments, not revenue already earned, and the transcript does not establish the counterparties behind the full total.
Kress also described more than $400 billion in global AI venture funding during the first half of 2026, with roughly 70% spent on compute. Those figures are Nvidia’s characterization on the call, not an independently established measure of the revenue-sharing program. The same remarks compared first-half 2026 funding with $265 billion raised in all of 2025. The earnings-call transcript contains both figures.
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Did Nvidia pause or cancel the program?
Reuters reported on August 27, 2026, citing a Wall Street Journal report and people familiar with the matter, that Nvidia had paused some deals. Reuters also described employee concerns about possible antitrust scrutiny and the degree of control Nvidia might exert over customers’ business practices. These were reported concerns, not a finding of unlawful conduct.
An Nvidia spokesperson told Reuters: “The new business model we introduced in July that opens up compute access to the fast-growing AI ecosystem is still in place and continues to evolve due to high demand.” The October report of reconsidered terms is consistent with a model that remains active while particular proposals change. Neither report establishes a final redesign or cancellation. Reuters’ August 27 report covers the earlier pause account and Nvidia’s response.
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