NVIDIA AI Factory Compute Is Becoming an Investable Asset Class

We announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish independent financing platforms designed to mobilize over $500 billion of third-party capital to support the buildout of AI infrastructure over time. This is a major milestone for NVIDIA and the AI industry.

The move towards AI as an investable asset class reflects a growing trend where technology companies are increasingly viewed as financial assets, paralleling the evolution of sectors like real estate and renewable energy.