Chipmaker Nvidia has initiated a new strategy, pushing major financial institutions including Apollo Global Management and BlackRock to consider its advanced AI computing power as an investable infrastructure asset. The company has already inked memorandums of understanding with six prominent Wall Street firms such as Apollo Global Management, BlackRock, Brookfield Asset Management, Goldman Sachs, KKR, and others.
The objective is to classify AI compute resources within the framework similar to commercial real estate or power plants, thereby enabling them to serve as bankable assets. The potential capital pool could potentially reach over $500 billion.
Jensen Huang, NVIDIA’s founder and CEO, emphasized, “This is really the first time that technology chips have become an investable asset class. These are revenue-generating assets now. They’re productive, they’re long-lived, they’re fungible, they’re flexible.”
However, it remains uncertain whether these plans will materialize fully given the need to detail specific financing platforms and confirm their practical implementation.
Written by James Tobias
Bitcoin Desk
