Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create financing platforms intended to mobilize more than 500 billion dollars for AI infrastructure. The money will largely come from third-party investors, allowing Nvidia customers to finance chips and data centers while keeping Nvidia’s own risk limited and off its balance sheet. Goldman Sachs estimates AI-related financing now accounts for nearly one-quarter of all gross U.S. investment-grade issuance, while AI investment is approaching 600 billion dollars this year. Nvidia CEO Jensen Huang said the company may provide residual-value support of up to 25% for some projects, effectively promising protection against the possibility that the chips backing a financing are worth much less in the future than lenders expected.
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