Nvidia has suspended its revenue-sharing arrangements with artificial intelligence cloud companies, according to reports from multiple outlets. The programme had allowed cloud partners to share a portion of revenue generated from renting Nvidia GPU capacity to end customers. No timeline for reinstatement has been disclosed.
Revenue-sharing deals were a tool Nvidia used to accelerate adoption of its GPUs inside cloud platforms, so pausing them could slow the pace at which cloud providers deploy new Nvidia hardware. Investors in Nvidia and AI-adjacent cloud names should watch whether this signals a strategic pivot or a temporary renegotiation, because either way it introduces uncertainty into near-term demand signals.
Nvidia Q2 FY2026 earnings report, expected late May 2025. Any official statement from Nvidia clarifying the scope or duration of the suspension.
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