NVIDIA Mobilizes $500B+ Third-Party Capital for AI Infrastructure as Shares Dip on Circular-Financing Fears
NVIDIA unveiled partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish financing platforms mobilizing more than $500 billion of third-party capital for AI infrastructure, with Jensen Huang saying NVIDIA could backstop up to $125 billion of potential deals. Shares fell roughly 2.4-2.9% — about $130 billion of market value — on capital-allocation and circular-financing concerns.