Nvidia freezes cloud revenue-sharing program over antitrust exposure, 210k GPUs at stake
DavidLinthicum · x · 2026-09-14
Cloud analyst David Linthicum writes that Nvidia has frozen its revenue-sharing and credit support program for cloud providers after internal discussions flagged antitrust exposure. The deals involved Sharon AI and Firmus deploying 210,000 Nvidia GPUs under a model where Nvidia wasn't just selling silicon — it co-owned business outcomes and took a cut of downstream revenue, moving from vendor to leveraged partner, exactly what antitrust regimes constrain. He notes Nvidia disclosed over $108 billion in exposure and argues the cloud's next antitrust battlefield is already forming.
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