Nvidia Denies Claims That AI Cloud Commitments Program Was Suspended
Nvidia stated that reports claiming it halted certain operations in its AI cloud partnership program due to partner backlash and antitrust concerns are unfounded.
Nvidia has denied press reports suggesting that certain operations under its new AI cloud partnership program, announced in early July, were halted due to partner backlash and potential antitrust scrutiny concerns.
Claims That the Program Was Suspended
It had been claimed that certain operations in Nvidia's AI computing partnership program, introduced in early July and based on a "take-or-pay" principle, were suspended. These claims pointed to concerns over perceived interference with partners' operations as the underlying reason.
Partners and Antitrust Concerns
Media reports had stated that the company told cloud providers they could only lease graphics processing units to Nvidia-approved customers. The claims also suggested that this situation had sparked concerns of potential antitrust scrutiny within the company.
Official Statement from the Company
An Nvidia spokesperson announced that the new business model remains in effect and continues to develop in response to high demand. According to the company's official records, the total amount of six-year commitments reached $36 billion as of July 26, 2026.