NVIDIA partners with six financial firms to mobilize $500 billion for AI infrastructure

NVIDIA says it has partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to set up independent financing platforms aiming to mobilize over $500 billion of third-party capital for AI infrastructure.

The article argues AI factories are investable assets because they generate revenue, serve many customers and improve through CUDA software. NVIDIA says it may provide residual-value support for up to 25% of an opportunity on a project-by-project basis.