NVIDIA signed memoranda with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR on August 10. Inside the 25 percent residual support, the unsigned agreements, and the Goldman mandate.
Gets even more intriguing to me with Huang's essay yesterday, beyond the "AI factory" buildouts themselves, on the vector of architecting & building financial infrastructure, even the semantic positioning ('Securing the Infrastructure of Intelligence | Land, power and shell: The next critical resource for AI factories'). Are we witnessing both emergence of new asset classes and the leverage of NVDA's own hardware demand?
. . Highly relative following your terrific adjacent pieces on CRWV & BTDR, aspects of the nuances and new unit economics of tenancy.
Gets even more intriguing to me with Huang's essay yesterday, beyond the "AI factory" buildouts themselves, on the vector of architecting & building financial infrastructure, even the semantic positioning ('Securing the Infrastructure of Intelligence | Land, power and shell: The next critical resource for AI factories'). Are we witnessing both emergence of new asset classes and the leverage of NVDA's own hardware demand?
. . Highly relative following your terrific adjacent pieces on CRWV & BTDR, aspects of the nuances and new unit economics of tenancy.
Cf. https://blogs.nvidia.com/blog/securing-the-infrastructure-of-intelligence/
Very interesting. Nvidia is becoming vertically integrated to support large-scale future growth.