AIWall Street Journal1h ago
Nvidia paused some deals with AI cloud providers in the revenue-sharing
Sources: Nvidia paused some deals with AI cloud providers in the revenue-sharing program it announced in July; Nvidia says the program is still in place
TL;DRNvidia hit pause on some deals in its new AI cloud financing program announced in July.
Why it matters: Signals potential friction in Nvidia's strategy to lock in cloud providers and protect GPU sales margins.
The company is rethinking the program less than two months after announcing it — Nvidia paused some deals in a new financing initiative …
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