Ex-NBIS employee reveals Nvidia-Neocloud tensions, Meta to sell 400K GPUs
RihardJarc · x · 2026-08-05
A former NBIS employee shared insights on Nvidia's relationship with neoclouds and market dynamics.
- Nvidia's revenue-share model: Recent deals with SharonAI and Firmus stem from Firmus's financial troubles and SharonAI's customer/investor issues.
- Neoclouds' discontent: They dislike the model as Nvidia holds leverage, and they pay higher GPU prices due to lack of bulk discounts.
- Other companies: NBIS and CRWV might do similar deals if needed, but CRWV is in worse shape due to a significant financial gap.
- CRWV-Nvidia friction: CRWV upset over GPU delivery shortfalls, even threatening to switch to another ASIC provider; Nvidia wants CRWV to adopt a more enterprise-focused approach.
- Meta's GPU sale: Meta plans to sell 400K GPUs (H100, H200, some Blackwell), pressuring lower-end neoclouds.
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