Nvidia pauses its chip-financing revenue-share program two months after launch

Nvidia has paused deals under the July financing program that extended credit to AI cloud firms buying its chips in exchange for a cut of their cloud revenue and a rent-back commitment on unsold capacity, per the WSJ. Nvidia employees warned customers the structure could draw antitrust scrutiny and partners balked at terms limiting who they could rent to — a sign that vendor-financed AI capacity has a governance ceiling, though the WSJ reports the program could be revamped or folded into another.

Source: money.usnews.com ↗