Nvidia rolls out startup revenue-sharing, trades at 15x as AI capex hits $1 T
NVDA•Nvidia expanded its AI Factory platform to a revenue-sharing model with startups, partnering with Neoclouds, Sharon AI and Firmus Technologies to monetize AI applications. Despite its AI leadership, Nvidia shares are up just 3% year-to-date and trade at 15x forward 2027 earnings even as hyperscaler AI capex is forecast to reach $1 trillion next year.
1. Expanded AI Factory Revenue Model
Nvidia announced an overhaul of its AI Factory platform by introducing a revenue-sharing scheme for AI startups. The new model lets partners share a portion of their application revenues in exchange for access to Nvidia’s software and infrastructure tools.
2. Strategic Startup Partnerships
The program launch features collaborations with Neoclouds, Sharon AI and Firmus Technologies, aiming to accelerate commercialization of AI solutions. These alliances position Nvidia as both a technology provider and a stakeholder in startup success.
3. Stock Performance and Valuation
Nvidia shares have gained only 3% year-to-date despite leading the AI chip market. The stock trades at 15x forward 2027 earnings even as hyperscaler AI capital expenditures are projected to surge to $1 trillion next year.
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