TechNvidia’s new financial strategy does not compute

Nvidia is working with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR on up to $500 billion in financing to turn compute into an investable asset class. The piece questions whether chip demand and AI companies’ revenues can support that vision, noting the arrangements are only memorandums of understanding so far.

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TThe Verge★★☆☆☆2026-08-19 12:00Original