On August 10, local time, Nvidia officially announced a major cooperation and signed a memorandum of understanding with the six top global asset management institutions, Apollo, Blackstone, Bofeng, Goldman Sachs, and KKR, to jointly build an independent computing power financing platform. It plans to mobilize more than 500 billion US dollars of third-party capital over a long period of time to exclusively supply cloud vendors, AI laboratories and physical enterprises to purchase Nvidia chips and build large-scale data center AI factories. Although financial giants such as Nvidia, Goldman Sachs, and BlackRock are all full of confidence in the future of this cooperation, questions about the “circular financing” bubble quickly surged in the capital market. Faced with questions, Nvidia CEO Wong In-hoon tried to deny questions about “circular financing,” and emphasized in the interview that the current AI computing power has become the infrastructure just needed in the new era. Behind the construction of a financing platform represents the market's “real and long-term demand” for AI infrastructure, not a bubble created by capital hype.

On August 10, local time, Nvidia officially announced a major cooperation and signed a memorandum of understanding with the six top global asset management institutions, Apollo, Blackstone, Bofeng, Goldman Sachs, and KKR, to jointly build an independent computing power financing platform. It plans to mobilize more than 500 billion US dollars of third-party capital over a long period of time to exclusively supply cloud vendors, AI laboratories and physical enterprises to purchase Nvidia chips and build large-scale data center AI factories. Although financial giants such as Nvidia, Goldman Sachs, and BlackRock are all full of confidence in the future of this cooperation, questions about the “circular financing” bubble quickly surged in the capital market. Faced with questions, Nvidia CEO Wong In-hoon tried to deny questions about “circular financing,” and emphasized in the interview that the current AI computing power has become the infrastructure just needed in the new era. Behind the construction of a financing platform represents the market's “real and long-term demand” for AI infrastructure, not a bubble created by capital hype.