Rohan Paul@rohanpaul_ai

2026-07-06 08:16·2天前

AI 摘要

NVIDIA 推出新计划，允许 AI 初创公司以未来产品和云收入的分成换取高性能计算资源。NVIDIA 通过硬件销售和持续从这些 GPU 产生的云收入中抽成实现双重获利。该计划主要面向专业 GPU 云提供商（neoclouds），帮助它们借助 NVIDIA 信用支持和收入分成结构采购基础设施，再租给需要训练、微调和大规模推理的 AI 初创公司，将 GPU 从一次性硬件销售转变为长期收入资产。NVIDIA 已于 2026 年初承诺超 400 亿美元 AI 投资，包括 300 亿美元投资 OpenAI，以及数十亿美元投资 Corning Inc. 和 IREN Ltd.

Smart move from NVIDIA， they rolled out a program where AI startups swap high-performance compute for a share of future product and cloud earnings.

So NVIDIA gets paid twice： first when the infrastructure is purchased， then again through a recurring share of the cloud revenue generated by that supported capacity.

NVIDIA is not mainly targeting AWS or Google Cloud here； it is backing specialized GPU cloud providers， i.e. neoclouds.

The aim is to use the new revenue-sharing model to reach researchers and nascent companies that lack the money for large-scale AI resources.

So the neocloud buys NVIDIA infrastructure with help from NVIDIA's credit-support and revenue-sharing structure， then rents that GPU capacity to AI companies that need training， fine-tuning， and high-volume inference.

NVIDIA gets the hardware sale upfront， but it also keeps earning a recurring share of the cloud revenue produced by those GPUs， which turns the chip from a one-time product into a long-term revenue meter.

So， NVIDIA turns a rack of GPUs from a one-time hardware sale into an income-producing asset， while the neocloud gets easier financing and the startup gets faster compute without building a data center.

Nvidia has already committed more than $40 billion to AI investments in early 2026， led by a $30 billion stake in OpenAI， alongside multi-billion-dollar investments in Corning Inc. and IREN Ltd..

Rohan Paul@rohanpaul_ai · X

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2026-07-06 08:16·2天前

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AI 摘要

Smart move from NVIDIA， they rolled out a program where AI startups swap high-performance compute for a share of future product and cloud earnings.

So NVIDIA gets paid twice： first when the infrastructure is purchased， then again through a recurring share of the cloud revenue generated by that supported capacity.

NVIDIA is not mainly targeting AWS or Google Cloud here； it is backing specialized GPU cloud providers， i.e. neoclouds.