Nvidia has signed memorandums of understanding with six major financial institutions to establish independent platforms for AI infrastructure financing. The partners include Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR, which specialize in asset management, private equity, and investment banking.
The initiative aims to raise over $500 billion in third-party capital to fund AI compute projects. Nvidia CEO Jensen Huang noted that the company could potentially backstop up to $125 billion, representing 25% of the projected deal volume, though this figure serves as a ceiling rather than a current commitment.
The collaboration seeks to create a new investable asset class focused on AI factory infrastructure. By facilitating institutional capital, Nvidia intends to lower barriers for companies purchasing its hardware, while financial partners gain a structured method to invest in the physical capacity of the AI sector.
Nvidia has been active in the AI ecosystem throughout 2026, executing over $40 billion in equity and financing deals this year. By late July 2026, the company's total equity investments reached approximately $99 billion. Following the announcement, Nvidia shares declined by about 3%.
