Nvidia's $500B Debt Flywheel
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- Nvidia partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to raise $500B for AI data centers
- GPUs repositioned as ‘AI factories’—investable assets with revenue generation and resale value like power plants
- Nvidia backstops up to 25% of residual project value, echoing dot-com vendor financing models that collapsed when real demand fell short
NVIDIA Sets Conference Call for Second-Quarter Financial Results
July 29, 2026