华尔街巨头拟投5000亿美元支持英伟达AI扩张

Wall Street heavyweights pour $500 Bn into Nvidia’s AI push

• Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR signed MOUs to create dedicated capital pools intended to offer NVIDIA customers attractive financing rates.
• Goldman Sachs explicitly described the opportunity as a market for credit backed by NVIDIA compute, turning GPU capacity into an asset lenders can underwrite.
• Jensen Huang said NVIDIA itself can backstop up to $125B, or 25% of potential deals, so third-party capital does not necessarily mean zero NVIDIA exposure.
• This follows NVIDIA's July credit-support and revenue-sharing model for AI clouds, where it can earn hardware revenue and a share of cloud revenue from supported capacity.
• Long-duration financing assumes those GPU fleets keep producing enough economic value as hardware generations change, while the Bank of England has already warned that rapidly expanding AI credit could transmit shocks through financing markets.