Nvidia Pauses Revenue-Sharing Programme
Nvidia has halted some of the transactions under its revenue-sharing programme launched in July, according to a report by The Wall Street Journal. The scheme saw Nvidia extend credit to AI cloud companies buying its chips and take a cut of future chip earnings.
In August 2026, employees raised antitrust concerns about the structure of the programme, questioning how far Nvidia could dictate customer business practices. Partnerships also objected to specific conditions attached to the deal.
Nvidia did not confirm or deny the pause but stated:
“The new business model… is still in place and continues to evolve due to high demand.”
The company is considering revising the terms or integrating the programme into an existing one.
Initially, two deals were announced, with Sharon AI committing to up to 40,000 chips and Firmus taking commitments for 170,000 accelerators. The revenue-share percentages remain undisclosed.
Nvidia has been building similar infrastructure for some time, supporting $6.3bn in capacity in September 2025 and offering startups compute on deferred payment terms through a $500bn financing platform with financial institutions.
The programme raises competition law concerns due to Nvidia’s AI equity stakes valued at over $40bn this year. No regulator has initiated an inquiry as of yet.