NVIDIA’s Jensen Huang Says AI Isn’t Just Tech Anymore — It’s Infrastructure, and Wall Street Is Financing It

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NVIDIA Corp. stock gained nearly 1% in Tuesday’s premarket trading as investors weighed fresh efforts to finance large-scale AI infrastructure and GPU deployments.

The world‘s most valuable chipmaker is seeking to turn AI infrastructure into a major financing opportunity as CEO Jensen Huang increasingly frames NVIDIA chips as long-lived, revenue-producing assets.

NVIDIA Taps Wall Street For AI Financing

NVIDIA said Monday it signed memorandums of understanding with Apollo Global Management, Inc., BlackRock Inc., Blackstone Inc., Brookfield Asset Management Inc., Goldman Sachs Group Inc. and KKR & Co. Inc. to help create financing platforms for customers.

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The effort aims to unlock more than $500 billion for AI infrastructure and help hyperscalers, AI labs and enterprises fund data centers and NVIDIA hardware through institutional credit, insurance capital and private investment.

Huang Sees AI Chips As Infrastructure

Huang told CNBC that technology chips have become an investable asset class because they now generate revenue and can serve multiple customers and workloads.

He said AI computing has become part of core infrastructure, comparable to electricity or the internet, which means investors should view the industry through an infrastructure lens.

Goldman Sachs Backs NVIDIA Financing Push

Goldman Sachs CEO David Solomon said the bank has strong confidence in the long-term opportunity surrounding NVIDIA and the massive capital requirements needed to support the buildout of artificial intelligence infrastructure.

“We have a deep belief in the opportunity set that’s ahead,” Solomon told CNBC on Monday. He said Goldman Sachs can bring both capital and its distribution network to help connect investors with companies funding AI infrastructure.

Solomon said Huang approached Goldman Sachs with the financing concept. He added that the bank sees significant opportunities over the next three, five, seven and 10 years as companies invest heavily in computing infrastructure.

“It’s a big infrastructure build,” Solomon said, adding that capital markets are signaling ample investor appetite to finance the expansion.