NVIDIA Partners with Six Major Asset Management Institutions to Drive AI Infrastructure Financing, Planning to Mobilize Over $500 Billion in Capital

Odaily News NVIDIA CEO Jensen Huang stated that the company has reached partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an independent financing platform, planning to mobilize over $500 billion in third-party capital in the long term to support AI infrastructure construction.

Huang noted that the AI industry is transitioning from a phase of "enterprises purchasing chips and building data centers project by project" into a new era where AI factories serve as financeable productive infrastructure. AI computing power is becoming an investable asset, characterized by long-term institutional capital support, replicable construction, and usage by diverse customers.

NVIDIA stated that AI factories encompass not only GPUs but also high-speed networks, system software, AI frameworks, and the CUDA ecosystem. Built on widely adopted architectures, AI factories can serve different customers, cloud providers, and application scenarios, while possessing strong asset liquidity and residual value.

In this collaboration, Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR will independently evaluate specific projects, including customer demand, compute utilization, cash flow, and asset value. NVIDIA will provide the AI factory platform, while financial institutions will handle long-term capital and financing capabilities.

Huang stated that in some projects, NVIDIA may provide residual value support of up to 25%, but this will be carefully assessed on a project-by-project basis. The mechanism is designed to supplement, not replace, institutional investors' independent judgment.

He believes that AI factories will become the "infrastructure of the intelligent era," much like how electricity, transportation, and communication infrastructure drove past industrial revolutions. In the future, growing demand for AI computing will form a cycle where "more computing power drives stronger AI, stronger AI creates more revenue, and further drives computing demand."