NVIDIA and Financial Giants Create Platforms to Attract $500 Billion in AI Infrastructure

💼 NVIDIA and 6 financial giants for $500 billion in AI

NVIDIA announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR — to attract $500 billion in capital for "AI factories." Partnerships are at the MOU level; NVIDIA guarantees up to 25% of residual value.

🌍 GPU clusters are being positioned as a bankable asset for the first time. This will relieve financial pressure on Big Tech and open up access to compute for startups. Risk: rapid depreciation of chips with the release of new generations.

👤 GPU rental rates have risen from $1.70 to $2.35/hour for H100. Investors are considering GPU clusters as income-generating assets.

Source 1: https://blogs.nvidia.com/blog/nvidia-ai-factory-compute/ Source 2: https://nvidianews.nvidia.com/news/nvidia-partners-with-apollo-blackrock-blackstone-brookfield-goldman-sachs-and-kkr-to-establish-ai-compute-infrastructure-financing-platforms-to-mobilize-over-500-billion-of-third-party-capital