Nvidia Signs 25% Revenue-Share Deals with CoreWeave, Lambda Labs and E2E
NVDA•On July 2, Nvidia signed revenue-share agreements with CoreWeave, Lambda Labs and E2E, deploying H100 GPUs under a 25% fee on enterprise AI workloads. This shift from upfront chip sales to consumption-based fees aims to generate recurring revenue, bolster gross margins and deepen cloud adoption outside hyperscalers.
1. Deal Structure
On July 2, Nvidia agreed to share 25% of client usage revenue with CoreWeave, Lambda Labs and E2E across its H100 GPU deployments. The agreements cover enterprise AI inference workloads and include minimum monthly usage thresholds to ensure stable recurring income.
2. Strategic Impact
This marks a strategic shift from one-time chip sales to consumption-based monetization, targeting recurring revenue streams and higher visibility into future cash flows. Broader adoption by neoclouds could expand Nvidia’s market beyond hyperscalers and improve gross margin stability.
