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NVIDIA AI Factory Compute Is Becoming an Investable Asset Class
NVIDIA has partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish financing platforms for AI infrastructure. These platforms aim to mobilize over $500 billion of third-party capital.
Why it matters
This allows AI labs and enterprises that lack sufficient funding to access the expensive compute power needed to build AI services. It effectively transforms AI hardware from a direct purchase into a financed productive asset.
The details
- Financial partners independently underwrite projects based on demand, utilization and residual value.
- NVIDIA may provide project-specific residual-value support for up to 25% of an opportunity.
- Reported B200 cloud rates span approximately $5.30 to $7.05 per GPU-hour.
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In this article
Technologies
Key connections
NVIDIA manufactures the H100 enterprise AI GPU.
NVIDIA owns NVIDIA B200
NVIDIA produces the B200 GPU based on Blackwell architecture.
Partnered to establish independent financing platforms to mobilize third-party capital for AI infrastructure buildout.
NVIDIA is a partner of BlackRock
Partnered to establish independent financing platforms to mobilize third-party capital for AI infrastructure buildout.
NVIDIA is a partner of Blackstone
Partnered to establish independent financing platforms to mobilize third-party capital for AI infrastructure buildout.
NVIDIA is a partner of Brookfield
Partnered to establish independent financing platforms to mobilize third-party capital for AI infrastructure buildout.
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NVIDIA is a partner of Goldman Sachs
Partnered to establish independent financing platforms to mobilize third-party capital for AI infrastructure buildout.
Partnered to establish independent financing platforms to mobilize third-party capital for AI infrastructure buildout.
NVIDIA DSX uses Physical AI
NVIDIA DSX AI factories run physical AI models and algorithms.
NVIDIA DSX uses Robotics
NVIDIA DSX AI factories support robotics workloads.
NVIDIA A100 uses High-Performance Computing
NVIDIA A100 remains in active commercial use for high-performance computing.
Related events
NVIDIA Partners with Capital Providers to Mobilize Over $500 Billion for AI Infrastructure
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