NVIDIA AI Factory Compute Is Becoming an Investable Asset Class

We announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish independent financing platforms designed to mobilize over $500 billion of third-party capital to support the buildout of AI infrastructure over time. This is a major milestone for NVIDIA and the AI industry.

We have moved from an era in which companies bought chips and built data centers project by project to one in which AI factories can be financed as productive infrastructure — with repeatable platforms, long-term institutional capital and a diverse customer base that uses compute to create revenue. AI has reached an inflection point. It is moving from research into production. AI is creating real value, and the infrastructure behind it is becoming one of the world’s most productive assets. In AI, compute is revenue. A New Infrastructure Asset NVIDIA compute is not just a chip. It is a complete AI factory platform including accelerated computing, networking, systems software, AI frameworks and a global developer ecosystem. NVIDIA DSX AI factories can run the world’s broadest range of AI models, modalities and algorithms — language, vision, speech, biology, physical AI and robotics. One NVIDIA AI factory can serve many customers and many workloads. That makes it flexible and fungible. It is also built on a globally adopted architecture used across every major cloud, and by systems makers and enterprises around the world. When needs change, the factory can be used by another customer, another cloud or another operator. This broad ecosystem gives NVIDIA compute a deep market of potential users and offtakers, helping protect residual value. CUDA makes the factory better over time. Every generation of NVIDIA software improves the performance, efficiency and total cost of ownership of already- installed infrastructure.