Wall St Engine(@wallstengine):$NVDA CFO ON NEOCLOUDS: Neocloud partners are expected to exit the year with 8 GW of installed capacity, up from roughly 3 GW at the end of 2025. Nvidia is also introducing a new financing structure where it provides take-or-pay commitments on a portion of capacity, helping lenders underwrite projects without Nvidia making loans. In return, Nvidia gets paid twice: once on the hardware sale, and again through a share of rental revenue above the guaranteed floor. Nvidia says this model could create billions in additional recurring revenue over the medium to long term.

2026.08.26 21:20

$NVDA CFO ON NEOCLOUDS: Neocloud partners are expected to exit the year with 8 GW of installed capacity, up from roughly 3 GW at the end of 2025. Nvidia is also introducing a new financing structure where it provides take-or-pay commitments on a portion of capacity, helping lenders underwrite projects without Nvidia making loans. In return, Nvidia gets paid twice: once on the hardware sale, and again through a share of rental revenue above the guaranteed floor. Nvidia says this model could create billions in additional recurring revenue over the medium to long term.

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