NVIDIA's new revenue-sharing + credit-support model for AI clouds yields two trades: long NVDA (recurring earnings stream thesis) and long CRWV (financing de-risking thesis), both on Hyperliquid perps, credited to @amitisinvesting.
originalthis also shifts from a one-time GPU sale to a recurring, usage-based revenue stream…which just creates many more longer-term monetization opportunities.
many of these neoclouds are struggling to finance large GPU deployments, even after securing long-term compute demand. So…Nvidia is going to help them out and share in the upside.
Literally rent extraction.