Nvidia · Compute · Blackwell · NVIDIA Blog
NVIDIA Unlocks AI Compute at Scale, Inviting Joins forces with to Power the AI Infrastructure Buildout
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As AI moves from model development to production inference, compute demand is accelerating and shifting toward continuously operating AI factories that generate tokens at scale.
Key facts
- Sharon AI is deploying up to 40,000 NVIDIA Grace Blackwell GB300 GPUs
- AI-native companies need access to scalable, energy- and cost-efficient compute infrastructure to compete globally,” said Tim Rosenfield, co-CEO of Firmus Technologies
- This new model enables AI clouds to procure NVIDIA infrastructure for AI-native, enterprise and ISV customers through economic alignment with a revenue-sharing and credit-support model
- The initiative is already taking shape, with AI cloud companies building DSX AI factories designed to serve customers and workloads across regions
Summary
Emerging AI companies historically have had limited access to capital-intensive infrastructure, with even long-term commitments insufficient to unlock financing for compute. To address this, NVIDIA is introducing a new business model that opens up compute access to the fast‑growing AI ecosystem of startups, model builders, enterprises, research organizations and regional AI players. This new model enables AI clouds to procure NVIDIA infrastructure for AI-native, enterprise and ISV customers through economic alignment with a revenue-sharing and credit-support model. For model builders, inference providers, agent platforms and enterprises scaling AI, it can mean faster access to full-stack accelerated computing without waiting through site selection, power procurement, construction and hardware bring-up.