Artificial intelligence (AI) chip giant Nvidia (NVDA) announced on Monday memorandums of understanding with six heavyweight financial institutions — Apollo (APO), BlackRock, Blackstone, Brookfield (BAM), Goldman Sachs, and KKR (KKR) — to mobilize over $500 billion in third-party capital for AI infrastructure.
The initiative reframes GPU compute capacity as a long-duration, bankable asset class comparable to commercial real estate, toll roads, or power grids, allowing institutional investors to underwrite AI data centers the way mortgage lenders underwrite homes.
