Nvidia is working with a group of major Wall Street investors on a $500 billion financing package for AI infrastructure, according to the Financial Times. The deal could be announced as early as Monday, August 10, and Nvidia shares slipped on the report.
Nvidia is assembling a $500 billion funding package for AI infrastructure with some of Wall Street's largest financial groups, according to six people briefed on the talks. The consortium includes Apollo Global, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs and KKR. The deal could be announced as early as Monday, August 10, though none of the parties involved have commented publicly.
The chipmaker often provides financial backing to help its AI partners raise debt in capital markets, which also lifts its own revenue. However, the circular nature of such transactions has raised concerns about concentrated risks in the sector. Apollo and Blackstone have previously structured AI infrastructure deals to help companies such as Anthropic finance their heavy spending on chips and data centres.
Nvidia stock slipped roughly 3.1% in highly active Monday trading after the report emerged. Goldman Sachs projects that global AI infrastructure investment will breach the $1 trillion mark in 2026, underscoring the scale of capital moving into the sector. The arrangement also deepens Nvidia's ties to private capital firms preparing to invest trillions of dollars of insurer, retail and institutional money into AI infrastructure.
Sources: Financial Times, Investing.com
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