Nvidia宣布与Apollo、黑石、高盛、Brookfield、贝莱德和KKR六家机构达成承诺,最多投入5000亿美元用于建设AI数据中心[1]。为激励这些金融机构参与,Nvidia同意以自有资金作为担保,承诺如果用作抵押品的GPU芯片价值下跌,公司将弥补最多25%的差价[1]。
Nvidia首席执行官黄仁勋在X社交媒体和商业电视节目上表示:"这项倡议旨在解决循环融资的担忧。我们正在为AI基础设施市场引入独立的、长期的机构资本"[1]。该计划的核心目标是为老化的GPU芯片创造二手市场,同时为持续的AI数据中心建设维持融资来源[1]。此前,Nvidia已向OpenAI和Anthropic等前沿AI实验室提供数十亿美元承诺,并正在推进另外7500亿美元的循环融资[1]。
Nvidia has announced a partnership with six major financial institutions—Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR—to commit up to $500 billion toward building AI data centers [1]. To secure their participation, Nvidia agreed to back the value of its GPU chips used as collateral, guaranteeing to cover up to 25 percent of any loss if GPU prices decline [1].
The initiative addresses multiple strategic objectives for the chipmaker. According to CEO Jensen Huang, speaking on X and business television programs, the plan aims to "introduce independent, long-term institutional capital into the AI infrastructure market" and "address concerns around circular financing" [1]. The arrangement creates a secondary market for aging GPU chips while establishing a sustained funding pipeline for data center construction. Nvidia has already committed billions of dollars to frontier AI laboratories including OpenAI and Anthropic, and is advancing an additional $750 billion revolving credit facility [1]. The company distinguished this approach from past industry practices, emphasizing its differentiated risk management structure [1].