Jensen Huang Brings $500B from Wall Street, GPUs on Installment
NVIDIA and Wall Street giants unlock $500B to finance AI compute, letting customers buy GPUs on installment and turning chips into an investable asset class.
“AI Disruption” Publication 10,400 Subscriptions 20% Discount Offer Link.
$500 billion.
This is the money Jensen Huang has just brought over from Wall Street for his “AI factory” plan.
On August 11, NVIDIA announced strategic partnerships with six of the world’s top financial institutions to establish an independent compute financing platform.
The goal is to mobilize more than $500 billion in third-party capital, specifically to help NVIDIA’s customers—AI labs, enterprises, and cloud providers—build data centers and buy chips.
Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR—the world’s leading alternative asset managers and top investment banks—are all standing behind Jensen Huang.
They have all signed memoranda of understanding with NVIDIA to turn compute into a business that can be financed, packaged, and invested in.
On the same day, Jensen Huang published an article: NVIDIA’s AI factory compute is becoming an investable asset class.
In the article, Huang said NVIDIA has reached an important milestone: in the past, companies bought chips one by one and built data centers project by project; now AI factories can be financed like infrastructure.
He also made a statement that is highly potent for capital: in AI, compute is revenue.
The $500 billion assembled by the six giants in New York may sound distant from us, but whether your AI will be smart enough next year and how much subscription fees you will pay—the answer may lie in this money.
