Exclusive | Nvidia Pauses Revenue-Sharing Deals With AI Cloud Companies

Nvidia has halted its revenue‑sharing agreements with major AI cloud providers, a shift disclosed in an exclusive Wall Street Journal report and confirmed by Reuters and Yahoo Finance. The pause marks a departure from the profit‑sharing model that underpinned recent collaborations between the chipmaker and cloud services. Nvidia’s decision is presented as a significant direct response to ongoing emerging regulatory scrutiny.

Coverage notes that antitrust concerns are driving the move, as reported by Quartz. The timing coincides with the company’s latest earnings, where analysts highlighted a $27 billion reduction in free cash flow despite record quarterly revenue, a point emphasized by Yahoo Finance. Axios described the broader context as a flood of chip riches flowing through the AI ecosystem, underscoring the stakes of any regulatory challenge.

The pause impacts cloud partners that rely on Nvidia’s GPU incentives, as well as developers and enterprises building AI workloads. Observers will watch for formal filings or statements from competition authorities, and for Nvidia’s next steps in renegotiating the deals. Further reactions from the affected cloud firms are expected to shape the competitive landscape of AI services.