Key Points

• Under the new initiative, Chipmaker Nvidia aims to expand infrastructure access for emerging enterprises.
• Two initial partners are offering potential access to more than 200,000 GPUs, including via an upcoming data center in Batam, Indonesia.

Chipmaker Nvidia is expanding its support for fast-growing AI startups by introducing a partnership program that leverages its network of AI cloud service providers to offer these firms access to critical computing infrastructure, the company said Thursday.

Cloud-based AI firms, model builders and other enterprises will share both product and cloud revenue with Nvidia, which is positioning itself as an intermediary helping startups gain direct access to full-stack computing powered by Nvidia chips.

In its announcement, Nvidia named two initial Australian firms that will provide the compute power for the scheme.

Sharon AI will deploy up to 40,000 Nvidia GPUs, while AI infrastructure company Firmus Technologies says it is building a data center in Batam, Indonesia, which is expected to scale to 360 megawatts and house up to 170,000 Nvidia GPUs.

Nvidia's move illustrates the critical importance of access to scarce compute power for AI-oriented startups, with GPUs likened to oil and even reportedly tied to futures contracts as users grapple with fluctuations in cost and issues around availability.

Meanwhile, AI firms have increasingly entered into revenue and equity-sharing agreements with chipmakers in order to circumvent liquidity issues afflicting the sector.

OpenAI has inked a number of deals that have seen it buy shares or entertain investments from partners including Amazon and AMD, CNBC reported in January.

Nvidia earlier this month said it was aiming to raise debt, which sources said could amount to at least $20 billion. The firm intends to use the proceeds from the offering for general corporate purposes, including repayment and refinancing of existing debt.