Browsing: Infrastructure

Nvidia is investing $3 billion in Lancium to address AI’s increasing demands on power infrastructure. This move, along with AWS’s focus on CPU efficiency and Jeff Dean’s departure from Google, is indicative of the growing pressures on AI infrastructure. These shifts are reshaping how enterprises approach their procurement strategies in the technology sector.

Nvidia and a group of major financial firms, including BlackRock, Apollo, Blackstone, Brookfield, Goldman Sachs and KKR, recently signed memorandums of understanding to mobilize over US$500 billion of third-party capital for AI infrastructure, reframing data centers and compute hardware as long-life assets financed through dedicated platforms rather than Nvidia’s balance sheet.

The U.S. data center market is experiencing unprecedented growth, fueled by the rapid adoption of AI, cloud computing and enterprise migration. In 2026 alone, J.P. Morgan estimates capex for hyperscalers — large—scale cloud and technology companies — will reach $697 billion. As John Servidea, global co-head of Investment Grade Finance at J.P. Morgan, said, “AI financing is the biggest…

Nvidia on Monday said it would partner with lenders to help it finance the buildout of AI infrastructure through a series of vehicles totalling more than $500 billion. The consortium, which includes Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR, will serve companies from frontier labs to hyperscalers, Nvidia said.