Chipmaking giant Nvidia has abruptly paused its lucrative revenue-sharing arrangements with several artificial intelligence cloud service providers, according to a report from The Wall Street Journal.

The unexpected shift marks a critical transition for the semiconductor powerhouse, which previously relied on specialized cloud partners to deploy its high-demand graphic processing units to developers worldwide.

Industry analysts suggest the decision reflects overwhelming independent demand for AI infrastructure, allowing Nvidia to streamline direct sales and exert tighter control over its market pricing.