Nvidia said it has agreed to rent cloud servers worth $26 billion over the next six years, according to its 10‑Q filed with the SEC on October 26, 2025. The filing lists the payment schedule: “$1 billion, $6 billion, $6 billion, $5 billion, $4 billion, and $4 billion will be paid in fiscal years 2026 (fourth quarter), 2027, 2028, 2029, 2030, and 2031 & thereafter, respectively.”
Several of the cloud providers named in these contracts are also large buyers of Nvidia hardware, including a $1.5 billion lease deal with Lambda and an agreement with CoreWeave.
Nvidia noted its direct customers include board makers, distributors, device manufacturers, cloud service providers, large-scale tech firms and system integrators. The company reported that four customers accounted for 22%, 17%, 14% and 12% of its accounts receivable balance as of October 26, 2025. Some contracts could be “reduced, terminated, or sold to others by the CSPs,” which would lower Nvidia’s obligations. Nvidia said the arrangements should support its “research and development efforts and DGX Cloud offerings.”
Reports earlier suggested Nvidia might step back from DGX Cloud to avoid competing with major cloud customers. Nvidia’s DGX Cloud head, Alexis Black Bjorlin, disputed that view, saying: “DGX Cloud is fully utilized and oversubscribed, and we are expanding its scale.” The company launched the DGX Cloud “Lepton” marketplace in May 2025 to let other providers sell capacity.
In the most recent quarter, Nvidia’s revenue rose 62% year over year to $57 billion. CEO Jensen Huang said: “Blackwell sales are off the charts, and cloud GPUs are sold out.”
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