NVIDIA has introduced a global revenue-sharing financing model aimed at easing capital constraints for AI cloud providers in India. The new model allows these companies to acquire NVIDIA’s GPU infrastructure through a combination of revenue sharing and credit support. This initiative, announced earlier this month, targets Indian neoclouds such as Yotta Data Services, NxtGen, NeevCloud, E2E Networks, and Neysa, which increasingly rely on NVIDIA GPUs, according to inc42.com.
Under the new scheme, AI cloud companies can procure GPU-as-a-service infrastructure without upfront capital expenditure, instead sharing a portion of their revenue with NVIDIA. This approach is designed to help startups and smaller cloud providers overcome financial hurdles in scaling GPU compute capacity. As of February 2025, India’s AI compute pool included around 18,700 GPUs, with nearly 14,500 being NVIDIA chips, highlighting the chipmaker’s dominant presence in the market, inc42.com reported.
The model addresses a critical bottleneck in India’s AI infrastructure by enabling wider access to high-performance GPUs amid rising demand from startups and cloud providers. However, it also increases NVIDIA’s influence over the country’s AI ecosystem by tying revenue streams to its hardware. This move aligns with global trends where chipmakers seek to embed themselves deeper into AI service value chains. Indian neocloud providers stand to benefit from improved financing options but may face greater dependency on NVIDIA’s technology and terms, according to inc42.com.
NVIDIA has yet to disclose full details of the financing program. The company’s response is awaited to clarify terms and implications for Indian AI cloud providers. The IndiaAI Mission’s GPU compute pool data from February 2025 remains a key benchmark for assessing the impact of this initiative on the country’s AI infrastructure landscape, inc42.com noted.