Episode Details

Compute as Collateral: Nvidia, Six Wall Street Giants, and the $500 Billion Plan to Finance the AI Buildout Nvidia has signed memoranda of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent financing platforms aimed at mobilizing more than $500 billion in third party capital for AI compute, with the chips themselves serving as collateral. Chris and Laura break down how the special purpose vehicles would work, Jensen Huang's case for compute as a durable asset class, Morgan Stanley's estimate of a $51 billion annual revenue stream, and the circular financing worries that sent the stock lower on announcement day. Hosted by Chris and Laura. The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem. #AIInfrastructure #Nvidia #WallStreet #DataCenters #AIInvesting