According to a report by The Wall Street Journal, citing informed sources, NVIDIA has suspended a new financing program aimed at AI cloud service providers. The plan was intended to provide credit support to cloud service providers in exchange for a percentage of the revenue generated from cloud business based on NVIDIA's computing power. It was halted less than two months before its scheduled launch in July.

Internal Concerns Trigger Regulatory Red Lines

Some NVIDIA employees have expressed concerns to existing and potential customers, believing that the project could trigger antitrust reviews. There is also heightened sensitivity towards the chip giant's excessive intervention in customer operations. NVIDIA has also required some customers to only rent out computing power equipped with its own chips to "approved" parties, and prefers to distribute computing power to multiple small startups rather than concentrate it on large clients, further intensifying the monopoly controversy.

A NVIDIA spokesperson said that the new model launched in July aims to help the AI ecosystem access computing power, and it is still operational and will continue to be optimized. However, it has been disclosed that the company originally planned to offer buyback guarantees when customers failed to rent out computing power, allowing it to profit from hardware sales while taking a share of cloud business revenue. This "both supplier and shareholder" design is the core reason for the regulatory concerns. NVIDIA may adjust the plan and integrate it into other businesses, seeking a balance between expansion and compliance.