Nvidia offers startup customers chance to swap compute power for revenue share

Nvidia’s new deal has commenters yelling “bubble” and “bank in disguise”

TLDR: Nvidia is offering young artificial intelligence companies computing power in exchange for a share of future sales, a sign of how valuable these machines have become. Commenters were split between calling it smart business and mocking it as classic bubble behavior, with jokes about Nvidia turning into a bank.

Nvidia just unveiled a flashy new offer: fast-growing artificial intelligence start-ups can get access to the company’s precious computing power now and pay later by handing over a cut of future revenue. In plain English, the chip giant is saying, “Can’t afford the machines? Fine, give us a slice of your success instead.” Nvidia says this helps young companies get the tools they need, with partners in Australia and Indonesia building huge sites packed with Nvidia hardware.

But the real fireworks were in the comments, where readers instantly turned this from a business story into a full-blown trust issue. One camp saw the move as a giant warning sign, with one deadpan reply — “Not a bubble.” — landing like the internet’s favorite sarcastic eye-roll. Others accused Nvidia of acting less like a chip seller and more like a finance company in a very expensive blazer. “So every successful company becomes a financing company?” one commenter asked, summing up a lot of the unease.

The harshest critics went full meme mode, calling the whole thing “Bubblenomics” and suggesting Nvidia is selling pricey gear, taking a stake in customers, and then finding even more ways to profit from the same equipment. Another commenter basically screamed, you won’t even truly own what you paid for. Add in news that Nvidia is also looking to raise billions in debt, and commenters smelled drama: is this brilliant business, or peak boom-time behavior? On the internet, the verdict is deliciously divided.

Key Points

  • Nvidia launched a partnership program in which AI startups can access compute power and share future product and cloud revenue with the company.
  • The program is aimed at fast-growing AI startups, including cloud-based AI firms and model builders, and includes token credits for development.
  • Sharon AI will deploy up to 40,000 Nvidia GPUs as part of the initiative’s initial infrastructure support.
  • Firmus Technologies is building a Batam, Indonesia data center expected to scale to 360 megawatts and hold up to 170,000 Nvidia GPUs.
  • The article says the move reflects the importance and scarcity of AI compute capacity and notes broader use of revenue- and equity-sharing arrangements across the AI sector.

Hottest takes

"Not a bubble." — dude250711
"So every sucsessful company becomes a financing company?" — petra
"understanding 'Bubblenomics'" — nickalaso
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