It dropped yesterday tho that Nvidia teamed up with some major Wall Street firms on a $500 billion financing deal that connects AI companies directly with institutional capital, so they don't have to front the massive upfront costs of chips, buildings, power, and cooling themselves
The six companies that Jensen chose are Apollo Global Management, BlackRock, Blackstone, Brookfield Asset Management, Goldman Sachs, and KKR
According to Morgan Stanley they think that hyperscalers could spend $3.5 trillion between 2026-2028, with the total AI infra buildout maybe topping $8 trillion
The part getting side-eyed though is that Nvidia's now helping finance the same companies that buy its hardware, which has people worried about circular financing again lol
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