🇺🇸NVIDIA paused portions of its AI-cloud credit-support and revenue-sharing program, which covered $36 billion in commitments.

NVIDIA reportedly paused parts of its AI Compute Partner Program less than two months after announcing it in July. The company had disclosed that agreements associated with the program covered $36 billion of commitments and generally ran for six years.

Under the reported structure, NVIDIA offered credit support to AI-cloud providers by committing to rent their graphics processing unit capacity if they could not find other customers. That revenue backstop was intended to help the providers obtain financing for GPU infrastructure.

The proposed economics would have allowed NVIDIA to receive 50% of revenue above a base threshold covering chip depreciation, data-center expenses, personnel and other costs. Some NVIDIA employees reportedly raised antitrust concerns, but the exact reason for the partial pause was not disclosed.

The sources said NVIDIA could modify the program or combine it with other initiatives. An NVIDIA spokesperson separately said the commercial model introduced in July to broaden access to computing capacity remained in operation, indicating that the reported action concerned portions of the program rather than a complete termination.