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Nvidia Offers Revenue Sharing Model to Accelerate AI Growth

Nvidia introduces a revenue sharing model to bolster its AI ecosystem amid the AI super cycle, boosting investor confidence in tech stocks.

News

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Nvidia announced a new revenue sharing model aimed at fueling AI development, signaling strong industry confidence as the AI super cycle accelerates and stocks rise.

Lead Story
business
Benchmark reboots its Datadog target as the AI super cycle builds
Source: TheStreetJuly 4, 2026

Excerpt from TheStreet: Benchmark raised its price target on Datadog to $330 from $260 on Thursday, July 2, a Street high, while keeping its buy rating unchanged. The stock was already up more than 90% year to date before this call landed, meaning Benchmark is not calling a bottom, but arguing the…

Amazon's highly rated over-ear headphones with powerful bass are on sale for just $20
Source: TheStreetJuly 4, 2026business

Excerpt from TheStreet: "High-end sound and superior functionality without the luxury price tag."

Eastern US Heat Wave Starts to Retreat While Raising Storm Risk
Source: BloombergJuly 4, 2026finance

Excerpt from Bloomberg: Extreme heat that’s seared the eastern US, strained the power grid from Maine to the Carolinas and curtailed holiday celebrations is starting to break up.

ECB Is in ‘Good Position’ Given Inflation Data, Moulin Says
Source: BloombergJuly 4, 2026finance

Excerpt from Bloomberg: The European Central Bank is in a “good position” following an interest-rate hike last month and data showing inflation has eased with the slump in oil prices, Governing Council member Emmanuel Moulin said on Saturday.

Total CEO Sees Mideast Producers Desperate to Sell Oil Stocks
Source: BloombergJuly 4, 2026finance

Excerpt from Bloomberg: Middle East oil producers are desperate to sell crude stockpiled during the recent Persian Gulf conflict, but gasoline and diesel inventories remain constrained due to shipping worries, TotalEnergies SE Chief Executive Patrick Pouyanné said.

Modi Says India Will Keep Expanding Oil Refining Capacity
Source: BloombergJuly 4, 2026finance

Excerpt from Bloomberg: India will continue to build new crude oil refineries in order to ensure supply chain security even as Western nations shut processing units, Prime Minister Narendra Modi said.

How a Medicare Advantage Lawsuit Could Change 2027 Plan Benefits
Source: TheStreetJuly 4, 2026business

Excerpt from TheStreet: A court ruling in favor of a Medicare Advantage insurer could affect how the federal government calculates quality ratings for health plans, potentially giving insurers more flexibility as they build their 2027 benefit packages. While the outcome remains uncertain, the decision…

French Aircraft Carrier Set to Head Home After Hormuz Deployment
Source: BloombergJuly 4, 2026politics

Excerpt from Bloomberg: French aircraft carrier Charles de Gaulle will return to its home port after a nearly two-month deployment near the Strait of Hormuz as an interim peace deal between the US and Iran eases tensions in the key waterway.

Mali Hit by Several Attacks Targeting Major Towns, Army Says
Source: BloombergJuly 4, 2026politics

Excerpt from Bloomberg: Mali has been hit by several attacks targeting military positions in major towns, including Gao and Sévaré, the army said.

Oil Terminal in Russia’s St. Petersburg Comes Under Attack
Source: BloombergJuly 4, 2026finance

Excerpt from Bloomberg: Kyiv’s forces attacked an oil terminal in St. Petersburg, Russia’s second largest city, with drones overnight, local officials said, while Ukraine said a gas production facility was struck by Russia.

Dave Ramsey warns on Costco habit that could cost $108,000
Source: TheStreetJuly 4, 2026business

Excerpt from TheStreet: Warehouse clubs like Costco are designed to help save consumers money.  Buying in bulk can lower your cost per item, and the retailer is known for competitive prices on everything from groceries to electronics. Plus, the nice thing about buying Costco products is that the…

Macron’s Budget Finale Augurs More Political Chaos in France
Source: BloombergJuly 4, 2026finance

Excerpt from Bloomberg: The final budget showdown of Emmanuel Macron’s presidency is already gearing up to be France’s highest-stakes fiscal clash of the decade so far.

Macron’s Budget Finale Augurs More Political Chaos in France
Source: BloombergJuly 4, 2026politics

Excerpt from Bloomberg: The final budget showdown of Emmanuel Macron’s presidency is already gearing up to be France’s highest-stakes fiscal clash of the decade so far.

Iran Rallies Millions For Funeral of Slain Leader Khamenei
Source: BloombergJuly 4, 2026politics

Excerpt from Bloomberg: Iran began a mass funeral for late Supreme Leader Ayatollah Ali Khamenei on Saturday, in a weeklong ceremony that’s expected to draw millions of mourners and serve as a show of strength for the Islamic Republic.

China Envisions AI, Karaoke and Coffee at Cinemas
Source: BloombergJuly 4, 2026tech

Excerpt from Bloomberg: AI agents, karaoke and coffee shops may appear at Chinese cinemas under new guidelines that encourage theaters to expand beyond traditional film screenings.

In blended families, beneficiary forms, trusts determine who inherits
Source: TheStreetJuly 4, 2026business

Excerpt from TheStreet: A spouse, stepchild or longtime partner may assume they will inherit assets after a loved one's death. In many cases, they are wrong, attorney Harry Margolis, author of Get Your Ducks in a Row, said in a recent interview. The outcome, he said, often depends not on family…

Local Lenders Set to Supercharge Crypto Trading in Germany
Source: BloombergJuly 4, 2026tech

Excerpt from Bloomberg: The cryptocurrency market in Germany is expected to gain significant momentum in the coming months as millions of people will soon be able to trade virtual currencies directly through their local banks, without having to go through specialized third-party platforms.

Andy Burnham’s Call on Ed Miliband Could Shape His Premiership
Source: BloombergJuly 4, 2026politics

Excerpt from Bloomberg: As Andy Burnham weighs the top team he will appoint if he becomes UK prime minister, one divisive decision could come to define his term in office: the role of Ed Miliband.

Trump Commemorates Fourth of July With Speech at Mount Rushmore
Source: BloombergJuly 3, 2026politics

Excerpt from Bloomberg: President Donald Trump basked in a celebration of the country’s 250th birthday at Mount Rushmore on Friday, standing before a memorial to some of the most beloved presidents as he looks to boost his own political standing ahead of midterm elections.

Zelenskyy Denies Putin Claim of Securing Donetsk Stronghold
Source: BloombergJuly 3, 2026finance

Excerpt from Bloomberg: Ukraine pushed back on a claim by Russian President Vladimir Putin that Kremlin forces have taken control of Kostiantynivka, a strategic logistics center in the Donetsk region, saying the heavily bombarded city remains under Ukrainian command.

Micron Breaks Ground on $9 Billion Plant Expansion in Japan
Source: BloombergJuly 3, 2026tech

Excerpt from Bloomberg: Micron Technology Inc. on Saturday broke ground on the expansion of its factory in western Japan, a ¥1.5 trillion ($9.3 billion) undertaking to produce advanced memory chips.

SK Hynix Is Said to Weigh 0.5% Fee Payout in Mega ADR Offering
Source: BloombergJuly 3, 2026tech

Excerpt from Bloomberg: SK Hynix Inc. is considering paying about 0.5% of the proceeds from its US listing — one of the largest share sales ever — to banks working on the deal, according to people familiar with the matter.

China Proposes Expanding E-Commerce Law Scope, Platform Rules
Source: BloombergJuly 3, 2026tech

Excerpt from Bloomberg: China released draft amendments to its e-commerce law that would expand coverage beyond platforms and merchants, and revise rules governing the digital economy.

Brazil Justice Allows Bolsonaro to Remain on House Arrest
Source: BloombergJuly 3, 2026politics

Excerpt from Bloomberg: A Brazilian Supreme Court justice ruled that Jair Bolsonaro can remain under house arrest, extending a 90-day stint that had been granted due to the former president’s deteriorating health.

Israeli AI Startup Eyes Expansion in Trump-Aligned Latin America
Source: BloombergJuly 3, 2026tech

Excerpt from Bloomberg: An Israeli artificial intelligence startup is betting that election victories by Trump-aligned leaders across Latin America will boost demand for its government-focused cybersecurity products.

Nvidia Offers Revenue Sharing Model to Help AI Growth
Source: BloombergJuly 1, 2026tech

Excerpt from Bloomberg: Nvidia Corp. is looking to expand access to its leading artificial intelligence hardware by supporting AI cloud computing providers in exchange for a share of their future revenue.

openai/codex-plugin-cc
Source: GitHubdeveloper

Excerpt from GitHub: Use Codex from Claude Code to review code or delegate tasks.

JuliusBrussee/caveman
Source: GitHubdeveloper

Excerpt from GitHub: 🪨 why use many token when few token do trick — Claude Code skill that cuts 65% of tokens by talking like caveman

alibaba/page-agent
Source: GitHubdeveloper

Excerpt from GitHub: JavaScript in-page GUI agent. Control web interfaces with natural language.

usestrix/strix
Source: GitHubdeveloper

Excerpt from GitHub: Open-source AI penetration testing tool to find and fix your app’s vulnerabilities.

ChromeDevTools/chrome-devtools-mcp
Source: GitHubdeveloper

Excerpt from GitHub: Chrome DevTools for coding agents

Zackriya-Solutions/meetily
Source: GitHubdeveloper

Excerpt from GitHub: Privacy first, AI meeting assistant with 4x faster Parakeet/Whisper live transcription, speaker diarization, and Ollama summarization built on Rust. 100% local processing. no cloud required. Meetily (Meetly Ai -https://meetily.ai) is the #1 Self-hosted, Open-source Ai meeting…

asgeirtj/system_prompts_leaks
Source: GitHubdeveloper

Excerpt from GitHub: Extracted system prompts from Anthropic - Claude Fable 5, Opus 4.8, Claude Code, Claude Design. OpenAI - ChatGPT 5.5 Thinking, GPT 5.5 Instant, Codex. Google - Gemini 3.5 Flash, 3.1 Pro, Antigravity. xAI - Grok, Cursor, Copilot, VS Code, Perplexity, and more. Updated regularly.

harvard-edge/cs249r_book
Source: GitHubdeveloper

Excerpt from GitHub: Machine Learning Systems

rommapp/romm
Source: GitHubdeveloper

Excerpt from GitHub: A beautiful, powerful, self-hosted rom manager and player.

ogulcancelik/herdr
Source: GitHubdeveloper

Excerpt from GitHub: agent multiplexer that lives in your terminal.

About this digest

Audience: AI developers and tech investors

Entities
Nvidia
AI super cycle
GPUs
Nvidia investors
david kapal
ai development
Hashtags
#nvidia
#aigrowth
#aisecond
#aigaining
#techstocks
#aitechnology
#gpu
Keywords
nvidia
revenue sharing
ai growth
nvidia ai
super cycle
tech stocks
gpu
ai ecosystem
nvidia investments
Schema v0.1.0

Sources & methodology

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