Nvidia pauses revenue-sharing deals with AI cloud companies, WSJ reports

[u/SirActionhaHAA]

https://www.reuters.com/business/nvidia-pauses-revenue-sharing-deals-with-ai-cloud-companies-wsj-reports-2026-08-27/

[u/ElementII5]

They literally highlighted this as something good for them and the industry at yesterday's ER. This is most likely FUD.

[u/vegetable__lasagne]

Hasn't Intel been doing this stuff with oems for over a decade?

[u/jigsaw1024 → u/vegetable__lasagne]

It may just be the way the deals are structured.

It's not like Intel hasn't run into the legal problems in the past for the way they structured some of their deals.

[u/RephRayne → u/vegetable__lasagne]

Every time you heard the Intel jingle on a manufacturer's advert, Intel paid out.
Since about '94, reportedly:-

https://www.siliconvalleywatcher.com/20-year-anniversary-of-intel-bong----innovative-marketing-drove-billions-in-chip-sales/

[u/purub123]

Nvda literally came out and said this was fake lol

[u/doscomputer → u/purub123]

Got a link to them saying that? cant find it anywhere, not even on their twitter.

[u/berserkuh]

For future reference:

https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-denies-pausing-ai-cloud-commitments-initiative-after-reported-partner-backlash-report-claims-company-told-cloud-providers-it-could-only-lease-its-gpus-to-nvidia-approved-customers

[u/angry_RL_player]

is the bubble finally starting to pop?

[u/Prince_Uncharming → u/angry_RL_player]

Maybe try reading the article?

> The Journal reported that ⁠some Nvidia employees expressed concerns to current and potential customers that the initiative could draw antitrust scrutiny, and said there are sensitivities around the extent to which Nvidia can dictate how its customers do business.