Nvidia Launches Revenue-Sharing Program for AI Infrastructure Access

Nvidia launched a revenue-sharing financing model under its DSX AI factories platform to expand access to its artificial intelligence hardware. The initiative allows AI cloud providers, model builders, and startups to acquire high-scale computing infrastructure and token credits without upfront capital for hardware. In exchange for this access, customers share revenue from product sales and cloud operations with the chipmaker, creating a recurring, usage-linked earnings stream for Nvidia.

This strategy addresses capital constraints for emerging companies and responds to a market shift toward production inference and high-volume agentic workloads. It also aims to broaden Nvidia's customer base as it faces competition from custom chips developed by Alphabet and Amazon. The program seeks to bypass traditional bottlenecks such as site selection, power procurement, and construction.

Two Australian firms are initial partners in the scheme. Sharon AI is deploying up to 40,000 Grace Blackwell GB300 GPUs to deliver sovereign AI compute infrastructure. Firmus Technologies is constructing a DSX-aligned AI factory campus in Batam, Indonesia, which is planned to house up to 170,000 GPUs with a 360-megawatt capacity. The program also targets AI-native firms including Baseten, Fireworks AI, and Together AI.