Rory O'Driscoll, General Partner at Scale Venture Partners, explains how Nvidia structures its 'Compute Now Pay Later' agreements with NeoCloud customers.
“They're basically, quote, selling you the chips up front, so they are going to recognize that hardware revenue up front, and then they're giving you, as the buyer, the NeoCloud, a backstop that if you can't use that compute, you get kind of put back rights on it. Right, so it's basically hedging the risk, and it wasn't clear for me on what I read when the money actually changes hands, but what was clear is they are taking the revenue up front, so it's, You know, as legal as church on Sunday, it's AS six or six. They're separating the revenue upfront from the guarantee over time, so it's accounting legit, but it is pretty aggressive.”
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