Nvidia与Apollo、BlackRock、Blackstone、Brookfield、Goldman Sachs和KKR六家华尔街金融机构签署谅解备忘录，建立融资平台为AI基础设施筹集超过5000亿美元资本[1]。根据该协议，Nvidia可选择支持高达1250亿美元，占融资总额的25%[1]。
这一举措旨在使第三方投资者能够将AI计算能力视为资产类别，为客户提供规模化的计算资源[1]。Nvidia首席执行官Jensen Huang表示"计算已成为关键基础设施资产"[1]。KKR联合首席执行官Joe Bae和Scott Nuttall也认同这一观点[1]。该融资平台的建立恰逢2024年大型科技公司AI支出预计超过7300亿美元之际[1]，其中Google、Amazon、Microsoft和Meta是Nvidia的主要客户[1]。
Nvidia has signed a memorandum of understanding with six major Wall Street financial institutions to establish a financing platform aimed at raising over $500 billion in capital for AI infrastructure [1]. The consortium includes Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR, with Nvidia committing to optionally support up to $125 billion of the total funding [1].
The initiative seeks to position computational capacity as an investable asset class, enabling third-party investors to provide AI computing resources at scale to customers [1]. Nvidia Chief Executive Officer Jensen Huang stated that "compute has become a critical infrastructure asset," underscoring the strategic importance of the arrangement [1]. KKR co-chiefs Joe Bae and Scott Nuttall echoed this sentiment, emphasizing the role of computing infrastructure in the evolving investment landscape [1].
The move reflects the massive capital demands of major technology companies. In 2024 alone, large tech firms are expected to spend over $730 billion on artificial intelligence, with primary customers including Google, Amazon, Microsoft, and Meta [1]. With a market capitalization of $5.3 trillion, Nvidia's participation in this financing platform underscores the company's central role in meeting the infrastructure needs of the AI-driven economy [1].