Nvidia partners expect 8 GW installed capacity by end of 2026

Nvidia’s network of specialized AI cloud partners is on track to hit roughly 8 gigawatts of installed data center capacity by the end of 2026. The projection came from Nvidia CFO Colette Kress, who also outlined a new financing model designed to shift the company’s revenue mix away from one-time GPU sales and toward recurring income. The neocloud buildout Nvidia’s “neocloud” partners are specialized cloud providers built almost entirely around Nvidia GPU infrastructure. CoreWeave and Nebius are the most prominent names in this cohort. CoreWeave reported 1.5 GW of active power as of Q2 2026, representing a jump of approximately 500 megawatts from the prior quarter. Nebius, another key neocloud partner, is also targeting significant expansion in contracted power capacity by year-end. OpenAI is involved in a deal for a data center campus in Ohio designed to support up to 8 GW of IT capacity on its own. A new revenue model The new financing model announced in early July 2026 introduces a revenue-sharing structure that ties Nvidia’s income to the ongoing usage of its products deployed in partner data centers. The company is also providing credit support to help partners finance their bu...