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The new revenue-sharing model could broaden Nvidia's revenue base and customer lock-in, potentially lifting valuation. The $20B debt plan introduces leverage and near-term funding considerations, but successful execution could accelerate data-center demand and compute monetization, historically driving higher multiples when ecosystems expand.
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Nvidia unveiled a revenue-sharing program allowing AI startups to access its GPU-powered compute in exchange for a share of future profits. It named Sharon AI and Firmus Technologies as initial partners and disclosed plans to raise at least $20 billion in debt to fund growth. The move signals deeper ecosystem monetization but introduces leverage and execution risks.
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