New Delhi, July 5 -- it made the chips, companies bought them, and the money moved in one direction. That arrangement just got considerably more complicated.

On July 1, Nvidia published a blog post co-authored by CFO Colette Kress outlining what it calls a "revenue-sharing and credit-support" model for AI cloud operators. The structure lets participating providers receive access to Nvidia's Grace Blackwell GB300 infrastructure without the full upfront capital burden. In return, Nvidia earns its standard hardware revenue plus a recurring cut of the cloud income those GPUs generate. If deployed GPUs sit idle because the operator cannot fill compute slots, Nvidia backstops the gap, renting or buying back that unused capacity at predetermine...