NVIDIA Partners With Financial Giants to Build the Next Generation of AI Factories
Nvidia announced they are partnering with Apollo Blackrock, Blackstone, Brookfield, GoldmanSachs and KKR to establish independent financial platforms, which will mobilise over $500 billion to buildout AI factories overtime.
The interesting angle isn’t simply that banks are helping NVIDIA build factories - the bigger story is that NVIDIA is trying to turn AI compute infrastructure into an investable asset class, with institutional capital financing GPUs, data centers, power and related infrastructure.
Nvidia says this is not circular financing, and the demand for AI is real from frontier labs, AI-native startups, Enterprises and cloud providers.
They say the ROI is in the usefulness of AI.
What do you all think about this partnership?
Those who are curious to know about AI factories, I have created a full video explaining that, the link is in the comments.