Nvidia has paused parts of the revenue-sharing programme it launched in July

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August 28, 2026, 11:19 AM

• •The programme combined chip sales, credit support, guaranteed capacity buybacks, and revenue sharing from cloud operators using Nvidia hardware.
• •The Wall Street Journal reported that Nvidia paused some transactions after staff raised antitrust concerns and questions about customer control.
• •Some partners reportedly objected to restrictions on who could lease the chips and to Nvidia’s preference for spreading capacity across multiple smaller AI companies.
• •At launch, Sharon AI signed for up to 40,000 Grace Blackwell GB300 chips and Firmus committed to up to 170,000 chips.
• •Nvidia said the model launched in July is still active and evolving, but TNW noted it had not independently verified the Journal’s unnamed-source report.

Nvidia has reportedly paused some transactions in a financing programme that lets AI cloud companies buy its chips on credit while giving Nvidia a share of the revenue those chips later generate. According to the Wall Street Journal, employees raised internal antitrust concerns and questioned how much control Nvidia should have over customers’ leasing arrangements. Partners also objected to conditions that limited who could lease the chips and favored distributing capacity across smaller AI firms rather than a single large customer. Nvidia said the business model introduced in July remains in place and is still evolving, but it did not confirm the reported pause in specific deals.

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