Nvidia announced its collaboration with six leading financial institutions to develop compute financing platforms designed to attract over $500 billion in third-party investments for AI infrastructure.
Nvidia CEO Jensen Huang stated on X that the company can backstop up to $125 billion, which is 25% of potential deals.
In a Nvidia press release, Huang told investors: “NVIDIA has reached an important milestone. We began by building chips; today, we are helping create a new class of productive, investable infrastructure: AI factories. In AI, compute is revenue. NVIDIA compute is uniquely suited for this role. It is broadly adopted, flexible across models and workloads, fungible and transferable across customers and operators, and continuously improved through CUDA software — extending its useful life and improving its economics over time. It is supported by a deep global ecosystem of developers, customers and offtakers. That is why we are bringing the world’s leading long-term capital providers together to independently underwrite AI infrastructure. These financing platforms will help customers access scarce compute at scale and build the DSX AI factories that will power every industry and country in the age of AI.”
“Modern compute has emerged as a scarce, mission-critical asset class with compelling investment characteristics that is positioned to drive significant long-term economic growth and productivity gains,” said Apollo President Jim Zelter. “The combination of NVIDIA’s proprietary technology ecosystem and Apollo’s flexible, long-term capital base provides a strong foundation to support the next stage of the AI buildout as part of the broader Global Industrial Renaissance.”
“The AI buildout will require unprecedented investment and a skilled workforce to turn that investment into the infrastructure that will help power future growth,” said Larry Fink, Chairman and CEO of BlackRock. “This partnership deepens our relationship with NVIDIA, including through the AI Infrastructure Partnership, and brings together NVIDIA’s leadership in accelerated computing with BlackRock’s ability to connect long-term capital to essential infrastructure. Together, we can help deliver the compute capacity that companies need to grow and create more jobs, supporting the continued growth of the U.S. and global economies, while creating attractive, long-term investment opportunities for our clients.”
The move underscores how increasing demand for AI computing power is attracting institutional investors, as governments, companies, and startups compete to develop data centers for AI workloads.
Nvidia entered into memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish financing platforms.
By CEO NA Editorial Staff
