NVIDIA plans to join hands with Wall Street giants to create a US$500 billion AI infrastructure financing plan. According to Reuters and the Financial Times, chip giant NVIDIA is currently working with Apollo Global Management (Apollo Global), Blackstone Group (Blackstone), and BlackRock's Global Infrastructure Partners (Global Inf.

NVIDIA plans to join hands with Wall Street giants to create a US$500 billion AI infrastructure financing plan. According to Reuters and the Financial Times, chip giant NVIDIA is currently negotiating with a number of top Wall Street investment institutions such as Apollo Global, Blackstone, BlackRock's Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs and KKR, and plans to jointly create an AI infrastructure financing program of up to US$500 billion. Affected by the news, Nvidia's stock price subsequently fell by more than 3%. Previously, Nvidia had entered the debt market by issuing US$2.5 billion in bonds in June this year, which was its first bond issuance since 2021. This unprecedented financing cooperation further shows that the current scale of funds required for artificial intelligence infrastructure construction has far exceeded the independent carrying capacity of a single enterprise. Currently, the entire semiconductor and AI infrastructure industry is showing a coexistence of high revenue and huge amounts of financing. According to statistics, the total expenditure of the world's large technology companies in the field of AI is expected to exceed US$730 billion this year, and the future demand expectations of major leading companies have far exceeded the existing production capacity limits. In addition to Nvidia, other semiconductor giants have also been making frequent moves recently: Intel announced a public underwriting of US$15 billion in common stock to raise funds to promote the expansion of its expensive wafer foundry business; TSMC announced that its July operating income reached NT$467.58 billion (approximately US$14.49 billion), a month-on-month increase of 5.6%, and a year-on-year growth of 44.7%. Since TSMC's previous production capacity was close to full capacity, this significant revenue growth was mainly due to the increase in customer purchase commitments and adjustments to product pricing. In addition, Nvidia’s layout in infrastructure and ecological capital chains continues to expand. In previous reports in July, NVIDIA had negotiated to provide approximately US$250 billion in financing guarantees for OpenAI’s planned data center park in southern Ohio; at the same time, it was reported that NVIDIA was also negotiating to provide OpenAI with an additional US$350 billion in funding to support its purchase of chips. via cnBeta.COM - Chinese industry information station (author: source: cnBeta.COM)