NVIDIA and Wall Street Assemble $500B to Treat AI Compute as an Asset Class

NVIDIA partnered with Goldman Sachs, BlackRock, Blackstone, KKR, Apollo, and Brookfield on a $500 billion AI infrastructure financing push, with Jensen Huang framing compute as revenue-generating infrastructure.

NVIDIA is partnering with a roster of Wall Street giants — Goldman Sachs, BlackRock, Blackstone, KKR, Apollo, and Brookfield — on a $500 billion AI infrastructure financing effort, according to @TraffAlex. CEO Jensen Huang framed AI compute not as a cost center but as a revenue-generating infrastructure asset class, the kind of thing that pension funds and private equity underwrite like toll roads or power plants.

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