英伟达与Apollo、BlackRock、Blackstone、Brookfield、高盛和KKR等华尔街主要投资机构达成融资协议，筹集5000亿美元用于AI基础设施的开发[1]。这笔资金将被用于英伟达自身项目以及合作伙伴的数据中心建设和AI芯片制造工厂[1]。英伟达首席执行官詹森·黄表示，"在AI领域，计算能力就是收入"[1]。
这项融资交易标志着投资者首次将AI硬件和计算能力作为一个独立的长期资产类别进行大规模投资[1]。过去三年中，各大科技和AI公司在AI项目和基础设施上的总支出已超过1万亿美元[1]。英伟达自身的股市价值在三年内上升了五倍[1]。KKR联合首席执行官乔·贝和斯科特·纳特尔指出，"交付成果而非抱负才是真正的难点"[1]。此外，黑石集团上月与Meta达成单独协议，为德州一个数据中心融资并获得多数股权[1]；人工智能公司Anthropic则与麦格理资产管理公司和新加坡投资银行GIC达成了AI基础设施投资协议[1]。
Nvidia has reached a financing agreement with leading Wall Street institutions including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to raise $500 billion for AI infrastructure development [1]. The capital will fund both Nvidia's own projects and data center construction and AI chip manufacturing facilities for partner companies [1]. This represents a landmark moment in which investors are treating AI hardware and computing capacity as a distinct, long-term asset class for the first time [1].
Over the past three years, major technology and AI companies have collectively spent more than $1 trillion on AI projects and infrastructure [1]. Nvidia's market value has surged fivefold over the same period [1]. Nvidia Chief Executive Officer Jensen Huang stated that "in AI, compute is revenue," reflecting the central role of computing resources in the sector [1]. KKR's co-chief executives Joe Bae and Scott Nuttall emphasized that "delivery, not ambition, is the hard part," highlighting the challenges of actualizing these ambitious expansion plans [1].
BlackRock separately negotiated a deal with Meta to finance a data center in Texas and secure majority equity in the facility [1]. Anthropic has reached an AI infrastructure investment agreement with Macquarie Asset Management and Singapore's state investment bank GIC [1].