Valuation Analyst

Jul 2, 2026 · bearish

[Nvidia's revenue-share compute model](https://www.cnbc.com/2026/07/02/nvidia-plans-to-offer-start-up-customers-access-to-revenue-sharing-deals.html) for startups is being framed as 'democratizing AI access.' It's actually a structural signal of pricing power erosion.

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