Nvidia denies pausing AI cloud commitments initiative after reported partner backlash — report claims company told cloud providers it could only lease its GPUs to Nvidia-approved customers
Nvidia denies putting AI cloud commitments initiative on hold despite reports that some deals were paused amid partner pushback over customer controls and concerns about potential antitrust scrutiny.
Nvidia has refuted a Wall Street Journal report claiming that the company had temporarily halted some transactions under its AI Compute Partnership initiative, according to a report from Tom's Hardware. The Wall Street Journal's narrative suggested that the company halved the program due to partner dissatisfaction and potential antitrust concerns.
However, Nvidia's spokesperson clarified that the AI Compute Partnership is still active and evolving, which indicates that the program continues to exist but is adapting to meet high demand. The report highlighted that Nvidia had committed $36 billion in contracts for AI data centers, with the company providing demand commitments and guaranteed revenue levels to ease financing for data center buildouts.
Despite some cloud providers reportedly pushing back against Nvidia's restrictions on capacity allocation, the program has shown success, with Nvidia having committed $36 billion in six-year agreements as of July 2026.
Written by urgent.news from Tom's Hardware's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
