NVIDIA partners with BlackRock, Blackstone, and four others to build a $500B AI infrastructure financing platform

NVIDIA 牵头组建 5000 亿美元人工智能计算基础设施融资平台

NVIDIA signed an MOU with six top financial firms to mobilize up to $500B in third-party capital for AI infrastructure loans. Jensen Huang calls this an 'AI factory' model: compute equals revenue, and NVIDIA GPUs are suited as investable assets because they are transferable across customers and improve over time via CUDA. NVIDIA mainly matches supply and demand; in some cases it may backstop up to 25% of residual value.

Why it matters: NVIDIA and six top financial institutions signed an MOU to build a $500B lending platform for AI infrastructure, with Huang reframing GPUs as 'AI factory' assets that generate steady revenue. This is a concrete attempt at financializing AI infra, not just hype. All three HKR a...