Nvidia is pausing some revenue-sharing deals with AI cloud companies, according to reports citing the Wall Street Journal. The moves come less than two months after Nvidia announces the program in early July, which links chip sales to later revenue.
The initiative, often described as an AI Compute Partnership, involves Nvidia extending credit to cloud firms that buy its chips and then receiving a share of what those chips later earn. Outlets report that Nvidia has stepped back from parts of the transactions rather than ending the entire effort immediately.
Quartz reports the pause is connected to concerns about antitrust risk. Other outlets focus more generally on Nvidia “rethinking” the program so soon after its launch, without detailing the specific compliance or legal drivers. The reports do not provide further specifics on which counterparties or deal terms are affected, nor on how long the pause will last.
