Nvidia reportedly rethinks AI cloud deals, weighing a revenue share over rental guarantees

A post citing The Information says Nvidia is rethinking its AI Compute Partnership, potentially replacing rental guarantees with a share of cloud revenue. It says Nebius resisted sharing profits because it could borrow elsewhere, while Nvidia feared cloud firms eager to sign up could become too financially dependent on it. The post also says Nvidia’s quarterly filing listed $36 billion in AI cloud commitments under agreements typically running six years.