NVIDIA Unlocks AI Compute at Scale — A New Business Model That Reshapes Cloud AI Infrastructure
NVIDIA unveiled a groundbreaking revenue-sharing business model — Sharon AI deploys 40,000 GB300 GPUs and Firmus builds 170,000 GPU AI factory in Indonesia.
A New Business Model for AI Infrastructure
NVIDIA announced a groundbreaking revenue-sharing and credit-support model that enables AI clouds to procure NVIDIA infrastructure and sell NVIDIA-powered cloud services, with NVIDIA earning both standard product revenue and a share of the cloud revenue.
Sharon AI: 40,000 GB300 GPUs
Sharon AI is deploying up to 40,000 NVIDIA Grace Blackwell GB300 GPUs. CEO James Manning stated: "This partnership represents a pivotal moment for our growth."
Firmus: 170,000 GPUs in Indonesia
Firmus is building a DSX AI factory campus in Batam, Indonesia, expected to scale to 360 megawatts and up to 170,000 NVIDIA GPUs. Co-CEO Tim Rosenfield called it "the blueprint for scalable, sustainable AI infrastructure."
AI-Native Companies
Leading AI-native companies like Baseten, Fireworks AI, and Together AI are positioned to benefit from this model.