Nvidia CEO Jensen Huang revealed what he expects to be the next phase of financing, backed not by corporate balance sheets, but by Wall Street's top power brokers:
- Firms including Goldman Sachs and BlackRock see the potential to make money by raising funds from their institutional investors to fund the AI infrastructure build-out.
- Huang noted that AI infrastructure has become a new asset class.
This year, Alphabet, Amazon, Meta, Microsoft, and Oracle have raised over $150 billion combined to build data centers and develop new AI models.
Huang stated that these systems are now revenue-generating assets that can secure financial investments.
