
Nvidia backstops $500B AI data center push by guaranteeing GPU resale values
Jensen Huang gets Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to fund the buildout — in exchange for covering 25% of any collateral shortfall.
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Jensen Huang gets Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to fund the buildout — in exchange for covering 25% of any collateral shortfall.

Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR will underwrite Nvidia compute as long-lived infrastructure.

Infrastructure spend hits $1.5T next year while Anthropic runs at $60B ARR and OpenAI at $20B — the payback math still doesn't close.

Private credit giants are assembling one of the largest debt packages ever raised for an AI company, per Bloomberg.
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