NVIDIA announced on the 10th local time that it had signed memorandums of understanding with six leading financial institutions—Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR—to jointly build an artificial intelligence computing infrastructure financing platform capable of mobilizing $5,000 billion (Note: approximately 3.38 trillion yuan at current exchange rates) in third-party capital.
This seven-party strategic partnership will transform AI infrastructure within the NVIDIA ecosystem into an asset class investable by global capital, creating sizable dedicated pools of funds for NVIDIA customers at attractive interest rates.
NVIDIA founder and CEO Jensen Huang said:
NVIDIA has reached an important milestone. We started out manufacturing chips; today, we are helping build a new type of efficient, investable infrastructure: AI factories.
In artificial intelligence, computing power is revenue. NVIDIA's computing power is particularly well suited to this role. It is widely adopted, flexible across different models and workloads, interchangeable and transferable among different customers and operators, and continuously improved through CUDA software—extending its useful life and enhancing its economic value over time. It is supported by a deep global ecosystem of developers, customers, and end users.
That is why we are bringing together the world's leading providers of long-term capital to independently finance artificial intelligence infrastructure. These financing platforms will help customers access scarce computing resources at scale and build DSX AI factories to power every industry and every country in the age of artificial intelligence.
In a post on his X platform, Jensen Huang further explained that NVIDIA serves as a platform connecting the supply and demand sides of funding in this financial ecosystem. The primary investors are independent, long-term institutional capital providers. In some cases, NVIDIA may support projects by providing up to 25% of the residual value.