NVIDIA (#NVDA) has reportedly paused some deals under its AI cloud financing initiative, which offered credit support to AI cloud providers in exchange for a share of revenue. The move reportedly follows concerns around potential antitrust scrutiny and NVIDIA's influence over how customers use its infrastructure. 🔹 Key Highlights ⏸️ NVIDIA has reportedly paused some AI cloud revenue-sharing deals. 💰 The program had approximately $36B in commitments, typically running for six years. 🏦 NVIDIA could provide credit support by committing to rent unused GPU capacity, helping smaller AI cloud providers secure financing. 💵 Under proposed arrangements, NVIDIA could receive 50% of revenue above an agreed base rate generated from its GPUs. ⚠️ NVIDIA employees reportedly raised concerns about potential antitrust scrutiny and the company's influence over customers. 🔄 NVIDIA says the broader business model remains in place and continues to evolve due to strong demand. ☁️ AI infrastructure companies potentially affected by the broader model include #SHAZ, #CRWV, #IREN, #NBIS, #APLD, #WULF, #HIVE, #CLSK and #RIOT. 💡 Why It Matters The financing model could have created a significant new recurring revenue opportunity for NVIDIA while helping smaller AI cloud providers fund GPU-heavy infrastructure. However, regulatory concerns could force NVIDIA to modify how it supports customers, potentially changing the economics of future AI infrastructure financing. 🚀 Start Your 7-Day FREE ThinkSabio Trial https://www.thinksabio.com/ ThinkSabio — Stocks Simplified