In August, Nvidia partnered with six major finance giants (Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR) to create financing platforms capable of mobilizing over $500 billion for companies building AI infrastructure. The five largest American hyperscalers are expected to invest $730 billion in capital expenditure in 2026, with up to a third financed through borrowing. According to the Stanford HAI AI Index 2026, private AI investment in the U.S. was over 23 times higher than in China, highlighting America’s advantage in converting savings into risky assets at scale.
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