Nvidia and the big banks will invest 500,000 million in artificial intelligence

BarcelonaNvidia, the graphics memory chip manufacturer that has dominated artificial intelligence in recent years, continues to push the market into forced growth. As announced Monday night in a social media post by the CEO of the American giant, Jensen Huang, the most valuable company on the planet has reached an agreement with six of Wall Street's largest financial entities to mobilize $500 billion in investment dedicated to AI infrastructure. According to Huang, the alliance's goal is to "establish independent financing platforms" to activate the capital needed to build and launch large-scale AI factories.

As the executive detailed, Nvidia has agreed to this capital objective with six of the world's most far-reaching financial companies: the American funds Apollo and KKR – one of the most criticized in the financial sector for its role in the Israeli occupation of Palestinian territories –; the Canadian Brookfield; asset managers Blackstone and BlackRock, and the bank Goldman Sachs. With the capital they seek to activate, Huang aims to lay the foundation for the transition "from research to production" in the artificial intelligence sector. "AI is creating real value, and the infrastructure behind it has become one of the most productive assets in the world," he added in his social media post.

For Huang, the main objective of this massive pool of capital dedicated to AI is to offer technology operators access to their own computing capacity outside the channels of large corporations. "These financing platforms will help customers use scarce computing power at scale and build the AI factories that will accelerate all industries and countries in this era," stated the business leader.

Unstoppable capital

The half billion dollars that Nvidia seeks to launch with the backing of banks and big capital is only a part of the ocean of funding that continues to drain the AI industry. The five major tech hyperscalers – Amazon, Microsoft, Meta (Facebook), Alphabet (Google), and Oracle – plan to dedicate between $730 and $740 billion to their artificial intelligence initiatives in 2026 alone, and the market already anticipates that next year will be even more intensive. SpaceX's results, presented last week, followed the same path: Elon Musk's tech company dedicated nearly $16 billion to new computing capacity in the first half of the year alone, and already warned that the trend would become even sharper during the next period.

Despite the warning to navigators that Musk's accounts represented, which "triggered investor reluctance with a sharp drop in SpaceX's stock on the stock market, major North American tech companies continue to be confident that massive investments in AI will yield significant returns in the short term.

In Huang's opinion, these returns will come in the form of a "virtuous cycle of the AI industrial revolution." "More computing creates better artificial intelligence: which creates more users, who generate more revenue, which is used to invest in more computing," the executive remarked in the social media statement. In conclusion, for Nvidia's CEO, "the era of AI is here." The market, for now, shares his opinion: in the last six months, the company has appreciated by nearly 15%, and its market capitalization remains stable near $5.3 trillion.