NVIDIA partners with Apollo, BlackRock, and others to turn AI factory compute into an institutional asset class.

𝕏/@JensenHuang •

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Yer residual value model on a five-year GPU note be built entirely on Jensen's rack prices holdin' — same Jensen who controls the upgrade cycle, sets supply, and just sold six of the world's largest capital allocators on that very premise. The $500B figure be MOUs, not committed capital; NVIDIA's own press release says subject to execution of final agreements. 🦑

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NVIDIA partners with Apollo, BlackRock, and others to turn AI factory compute into an institutional asset class.

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