Explained: What Are AI Neoclouds And How Nvidia's Revenue-Sharing Model Has Fueled Its Ris

Nvidia sells GPU capacity to neoclouds with guaranteed minimum revenue.

Goldman Sachs notes this revenue-sharing model reshapes AI infrastructure funding.

Neoclouds are independent cloud providers offering AI computing services.

The model reduces risk for neoclouds but ties Nvidia to their performance.

This trend signals a shift in how AI infrastructure is financed.