NVIDIA’s AI Cloud Revenue Grab, the AI Confidant Survey and Hollywood’s AI Reckoning

NVIDIA’s revenue-sharing model reshapes the AI cloud land grab

Notably,forFor NVIDIA AI cloud revenue, NVIDIA has introduced a new partnership model. Under the model, AI cloud operators get immediate access to compute. In exchange, NVIDIA gets a slice of future cloud revenue, according to Digital CxO.

Furthermore, rather than acting solely as a hardware vendor, NVIDIA still collects standard hardware margins. It also collects a recurring, usage-linked share of cloud revenue generated on supported capacity. That positions NVIDIA as an intermediary in a liquidity-strained market. In that market, AI firms increasingly trade equity or future revenue for compute power. NVIDIA is separately looking to raise at least $20 billion in debt for general corporate purposes.

In addition, the inaugural partners are both outside the US. Sharon AI in Australia is deploying up to 40,000 NVIDIA Grace Blackwell GB300 GPUs. That deployment spans 72 megawatts of new data center capacity. It plans to scale past 55,000 GPUs by mid-2027. Firmus Technologies is working with Singapore’s DayOne on a 360-megawatt DSX AI factory campus in Batam, Indonesia. The campus is projected to house up to 170,000 GPUs across Grace-Blackwell, Vera-Rubin and Vera platforms through 2028. Over the first six years, the eight-year deal is expected to include $25 billion to $30 billion in committed offtake agreements.

Ultimately, the strategic subtext: NVIDIA may be hedging against a future where hyperscalers displace it with in-house silicon. Those chips include Trainium, TPU and Maia. It is building direct financial ties deeper into the AI infrastructure stack itself. It is also targeting sovereign clouds in Asia-Pacific rather than relying solely on domestic hyperscalers.

AI is becoming a confidant — and a cover story

Meanwhile, a new YouGov survey shows AI is moving well beyond productivity tool status for younger Americans, Techstrong.ai reports.

Among adults under 30, nearly 1 in 5 (18%) report an ongoing personal friendship with an AI chatbot. That compares to 10% of the general population. Almost a quarter (23%) have confided a problem or secret to AI. They have never shared that issue with a human. Meanwhile, 18% of young adults have actively hidden the extent of their AI use from a partner or family member. Among heavy users, that share rises to 28%. Separately, 21% of adults under 30 admit to submitting AI-generated work as their own.

Despite that comfort, hard limits remain. Some 65% would “definitely not” let AI pilot a passenger plane without human review. Majorities in the mid-50s also reject AI oversight in three areas. Those areas are military targeting (57%), driving family members on highways (57%), and legal representation (55%). The generational and usage divide is sharpest around parenting. Among daily AI users, 71% favor letting AI monitor a child’s phone for safety. Only 17% of non-users say the same. In the workplace, 61% of workers oppose AI making layoff decisions. Even so, 49% doubt AI could do their own job.

Hollywood’s AI reckoning hits three fronts at once

As a result, london’s Particle 6 created AI “actress” Tilly Norwood as a fully computer-generated performer. She has been cast in the film “Misaligned” after more than 2,000 generative-AI iterations, Digital CxO reports.

Additionally, SAG-AFTRA condemned the casting. The union stated flatly, “Tilly Norwood is not an actor.” Chris Pratt told Variety, “I don’t feel like someone’s gonna replace me that’s AI.” Particle 6 founder Eline van der Velden maintains that “AI can support premium narrative filmmaking.” She added that it needs substantial amounts of human craft, skill, judgement, and time.

Separately, Martin Scorsese has signed on as an adviser to AI startup Black Forest Labs. He appears in promotional material using its FLUX generative AI tool to storyboard scenes. Scorsese told The New York Times that cinema is a young medium, only around 125 years old. He said the industry must be open to how it can evolve. The Art Directors Guild has lost nearly 15% of its membership since 2022. It fired back in an open letter. The letter accused Scorsese of a “betrayal of the collaborative nature of cinema.”

Meanwhile, Google DeepMind is investing roughly $75 million in indie studio A24 to co-develop AI filmmaking tools. The companies structured the deal so Google does not gain access to A24’s content library. That means Google cannot use that library to train its models.

Moreover, Eli Collins, VP of product at Google DeepMind, said the partnership anchors Google DeepMind’s innovations directly within the creative process. That lets A24 and its filmmakers help shape new technology in service of their vision. The deal follows similar moves by Lionsgate and AMC Networks with Runway. It also follows Netflix’s acquisition of Ben Affleck’s InterPositive.

Catch more NVIDIA AI cloud revenue coverage on the Techstrong Gang show page.