NVIDIA is experimenting with new ways to put its chips in customers' hands — and to get paid for them.
According to AI: Reset to Zero, the company is expanding revenue-share deals with customers, an arrangement in which NVIDIA takes a cut of the money its hardware helps generate rather than relying solely on upfront sales. Mitrade reports that NVIDIA has unveiled a "new AI compute model," while 36Kr frames the shift more vividly, saying NVIDIA has "invented" what it calls the "computing power loan."
The common thread across these accounts is a move away from the traditional sell-the-chip-and-walk-away approach toward financing and profit-sharing structures. Insider Monkey ties the story to a new NVIDIA Blackwell infrastructure deal, connecting the strategy to the company's latest generation of AI chips.
Not everyone is convinced. Mitrade notes that investor Michael Burry — known for betting against the housing market before the 2008 crash — is shorting NVIDIA stock, meaning he is wagering the share price will fall. That skepticism sits alongside the bullish framing in outlets like Insider Monkey, which asks whether NVIDIA is positioned for further AI growth through the Blackwell deal.
The sources here are largely headlines, so the finer mechanics — interest rates, terms, or which customers are involved — are not detailed. What is clear is the direction: NVIDIA appears to be lowering the upfront cost barrier for customers hungry for AI computing power while linking its own fortunes more tightly to how that power gets used.
Why it matters: if NVIDIA becomes not just the seller of AI chips but the financier and profit-sharing partner behind them, it deepens its grip on the entire AI economy — a bet some investors are embracing and at least one prominent skeptic is betting against.