Nvidia Unveils $3–4 Trillion AI Capex Forecast and Expands GPU Revenue-Share Programs
NVDA•Nvidia projects AI data-center capital expenditure will total $3–4 trillion by 2030, underscoring booming long-term demand for its GPUs. It simultaneously launched a revenue-sharing program offering token credits for GPU access to AI startups and financing guarantees to cloud providers in exchange for stakes in future revenue.
1. AI Capex Forecast
Nvidia projects that global AI data-center capital expenditure will reach between $3 trillion and $4 trillion by 2030, driven by growth in hyperscale and enterprise cloud deployments. This surge in spending is expected to translate into sustained demand for Nvidia’s H100 and next-generation Blackwell GPUs over the coming decade.
2. Startup GPU Revenue-Share Program
The company introduced a program granting token credits for GPU access to high-growth AI startups in exchange for a percentage of their future revenue. This initiative aims to lower upfront infrastructure costs for innovators while securing Nvidia’s share of long-term upside.
3. Cloud Provider Financing Initiative
Nvidia is expanding its role in AI infrastructure by offering financial guarantees and infrastructure support to emerging GPU cloud providers in return for stakes in their AI service revenue. The move is designed to accelerate provider capacity build-outs and deepen Nvidia’s penetration into the AI cloud ecosystem.
