NVIDIA (NASDAQ: NVDA) founder and CEO Jensen Huang has long championed the idea within the tech industry that GPUs (Graphics Processing Units) are not just chips, but the core computing platform of the AI era. Now, his next mission is shifting from tech to Wall Street — convincing investors that AI computing power is more than just hardware; it can become 'infrastructure assets' eligible for long-term investment, financing, and even credit collateral, much like power plants, power grids, fiber optics, and data centers.

Recently, NVIDIA announced a partnership with Apollo Global Management, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an AI computing infrastructure financing (AI infrastructure finance) platform. The goal is to gradually mobilize over $500 billion in third-party capital to help enterprises and AI cloud service providers scale up their AI factory deployments. In essence, NVIDIA aims to transform its computing and end-to-end AI infrastructure into a globally investable 'asset class'.

FACT BOX

  • Source: PR Times
  • Category: Partnership
  • Organizations: KKR
  • Products / services: GPU