{"id":64098,"date":"2026-07-02T00:08:13","date_gmt":"2026-07-02T04:08:13","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/nvidia-shifts-to-revenue-sharing-ai-model-as-hormuz-oil-flows-rebound\/64098\/"},"modified":"2026-07-02T00:08:13","modified_gmt":"2026-07-02T04:08:13","slug":"nvidia-shifts-to-revenue-sharing-ai-model-as-hormuz-oil-flows-rebound","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/nvidia-shifts-to-revenue-sharing-ai-model-as-hormuz-oil-flows-rebound\/64098\/","title":{"rendered":"Nvidia Shifts to Revenue-Sharing AI Model as Hormuz Oil Flows Rebound"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong><a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a> (<a href=\"\/stock\/NVDA\">NVDA<\/a>)<\/strong> has launched a new <strong>revenue-sharing and credit-support model<\/strong> for AI cloud providers, aimed at scaling &quot;AI factories&quot; and securing recurring usage-linked earnings.<\/li>\n<li><strong>President Donald Trump<\/strong> has opted to continue diplomatic talks with <strong>Iran<\/strong>, delaying a potential return to all-out war despite missing an initial <strong>August 18 deadline<\/strong> for a nuclear deal.<\/li>\n<li><strong>OCBC<\/strong> and other major financial institutions have <strong>cut oil price forecasts<\/strong> as crude flows through the <strong>Strait of Hormuz<\/strong> rebound faster than market analysts previously anticipated.<\/li>\n<li>The <strong>Strait of Hormuz<\/strong> remains a central friction point, with <strong>Iran<\/strong> pushing for billions in transit fees while the U.S. insists on free passage for global shipping.<\/li>\n<\/ul>\n<h2>Nvidia Unveils &quot;AI Factory&quot; Revenue-Sharing Strategy<\/h2>\n<p><a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a> (<a href=\"\/stock\/NVDA\">NVDA<\/a>) is fundamentally altering its business model by partnering with AI cloud providers through a new <strong>revenue-sharing and credit-support framework<\/strong>. This initiative is designed to accelerate the deployment of <strong>DSX AI factories<\/strong>, which are large-scale data centers optimized for &quot;manufacturing&quot; AI tokens at scale. Under this model, <a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a> will not only earn revenue from hardware sales but also capture a <strong>recurring share of the cloud services revenue<\/strong> generated by its partners.<\/p>\n<p>Early adopters of this strategy include <strong>Sharon AI<\/strong>, which is deploying up to <strong>40,000 Grace Blackwell GB300 GPUs<\/strong>, and <strong>Firmus Technologies<\/strong>. Firmus is currently constructing a <strong>360MW data center campus<\/strong> in Indonesia, expected to be operational by <strong>Q1 2027<\/strong>. This shift aims to provide AI-native startups and enterprises with faster access to high-end compute without the traditional barriers of capital-intensive infrastructure and long-term hardware procurement cycles.<\/p>\n<h2>Trump Prioritizes Diplomacy Over &quot;Forever Wars&quot;<\/h2>\n<p>Despite his campaign pledge to end &quot;forever wars,&quot; <strong>President Donald Trump<\/strong> now faces the risk of &quot;forever talks&quot; with <strong>Iran<\/strong>. According to reports from the <em>Wall Street Journal<\/em>, Trump has been briefed on options for <strong>large-scale airstrikes<\/strong> by Defense Secretary <strong>Pete Hegseth<\/strong> and General <strong>Dan Caine<\/strong>, but he has chosen to stick with diplomacy for the time being. The President reportedly believes that a return to full-scale conflict could permanently derail the goal of dismantling Iran\u2019s nuclear program.<\/p>\n<p>The administration has signaled a willingness to let negotiations extend beyond the <strong>August 18 deadline<\/strong>, prioritizing a durable agreement over a rigid timeline. While <strong>Jared Kushner<\/strong> and special envoy <strong>Steve Witkoff<\/strong> continue indirect talks in Doha, the U.S. maintains a policy of <strong>one-off retaliatory strikes<\/strong> in response to violations of the current memorandum of understanding. This &quot;holstered&quot; military option keeps a <em>geopolitical risk premium<\/em> embedded in global markets, even as active hostilities remain paused.<\/p>\n<h2>Oil Forecasts Slashed as Hormuz Supply Recovers<\/h2>\n<p>Financial institutions, including <strong>OCBC<\/strong>, <strong>UBS<\/strong>, and <strong>Goldman Sachs<\/strong>, have begun lowering their oil price forecasts for the remainder of 2026. The revisions come as <strong>Strait of Hormuz<\/strong> shipping volumes rebound more quickly than expected following a period of severe disruption. Analysts now expect Persian Gulf crude exports to return to <strong>pre-war levels by the end of July<\/strong>, significantly easing the supply fears that had previously pushed prices toward the <strong>$100 per barrel<\/strong> mark.<\/p>\n<p><strong>Goldman Sachs<\/strong> recently lowered its <strong>Brent crude<\/strong> forecast to <strong>$80 per barrel<\/strong> for the fourth quarter, down from a previous estimate of <strong>$90<\/strong>. While the reopening of the strait is a bearish signal for prices, a significant point of contention remains: <strong>Iran\u2019s demand for billions of dollars in transit fees<\/strong>. If this fee dispute remains unresolved, it could lead to persistent <em>volatility in shipping costs<\/em> and freight insurance, even if the physical flow of oil remains steady.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Nvidia (NVDA) has launched a new revenue-sharing and credit-support model for AI cloud providers, aimed at scaling &quot;AI 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