Nvidia has officially announced its partnership with six major financial institutions, revealing a long‑term plan to raise more than $500 billion (about ₩669 trillion) in external capital. Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, KKR and other large institutions are participating; each is set up to independently invest and supply funds through a platform that has been designed for this purpose. Through this, Nvidia intends to help AI research labs, enterprises, and cloud operators rapidly build data‑center and compute infrastructure, thereby reducing the cost of infra development.
The platform focuses on GPU‑based AI compute infrastructure and long‑term operation of data centers, taking a structure that connects external capital. The funds independently invested and supplied by financial institutions will be effectively utilized according to Nvidia’s technology and services and project‑specific cooperation items; through this, customers can reduce the cost of building infrastructure while also proving the profitability of compute resources or equipment. However, the actual investment amounts and profitability are not yet confirmed, and it is stated that Nvidia does not bear the full risk.
In its 10‑Q filing on August 26, Nvidia explained this cooperation as MOU‑based, emphasizing that the fund providers independently invest and supply funds. The company noted that if chosen, some projects may receive limited residual value support; however, that is evaluated per project. Residual value support is used as a way to offset losses when equipment or capital values are low; the actual scale and scope of support have not been disclosed.
This plan has a structure connected separately from Nvidia’s existing business model. If external capital is invested in AI compute infrastructure and data‑center construction, customers may reduce their financing options. On the other hand, if compute resources or equipment profitability weakens, project capital values could become problematic. In projects that provide residual value support, some risk can revert to the company; the scale and scope of such losses have not been specifically disclosed.