NVIDIA announced partnerships with six major financial institutions to establish independent financing platforms designe

NVIDIA has established partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to create independent financing platforms designed to mobilize over $500 billion of third-party capital to support the buildout of AI infrastructure over time. This represents a major milestone for NVIDIA and the AI industry as the sector has transitioned from companies buying chips and building data centers project by project to AI factories that can be financed as productive infrastructure with repeatable platforms, long-term institutional capital and a diverse customer base that uses compute to create revenue.

AI has reached an inflection point, moving from research into production and creating real value. The infrastructure behind it is becoming one of the world's most productive assets. NVIDIA compute is a complete AI factory platform including accelerated computing, networking, systems software, AI frameworks and a global developer ecosystem that can run the world's broadest range of AI models across language, vision, speech, biology, physical AI and robotics. A single NVIDIA AI factory can serve many customers and many workloads, making it flexible and fungible. The architecture is globally adopted across every major cloud and by systems makers and enterprises worldwide, which protects residual value when needs change.

CUDA software continuously improves the performance, efficiency and total cost of ownership of installed infrastructure throughout its economic life. The NVIDIA A100, introduced in 2020, remains in active commercial use six years later with customers committing to multi-year deployments, extending its economic life toward a decade. Market pricing demonstrates the durability of NVIDIA compute economics. One-year H100 rental pricing rose from approximately $1.70 per GPU-hour in October 2025 to approximately $2.35 per GPU-hour in March 2026, while cross-provider on-demand median pricing rose from roughly $2.00 per GPU-hour in October 2025 to $2.70 in June 2026. Blackwell capacity commands a premium, with reported B200 cloud rates spanning approximately $5.30 to $7.05 per GPU-hour.

NVIDIA AI factories differ from standard infrastructure because their value is not fixed at installation. CUDA continuously improves their output, the installed base remains productive well beyond its initial depreciation period, and the same standard architecture serves a deep, growing global market of AI workloads. These characteristics—producing revenue, serving a broad market, improving in performance over time and being redeployable—define an investable infrastructure asset.

The demand for AI infrastructure is extraordinary, but access to capital is uneven. Many great AI companies, enterprises and AI clouds have demand for compute but lack access to financing at the required scale or cost to build quickly. Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR are among the world's leading infrastructure investors with deep expertise in underwriting long-lived, productive assets. Together they are creating repeatable financing platforms to help the AI ecosystem build the factories it needs.

The platforms are designed to help qualified AI labs, enterprises and AI clouds access AI-factory infrastructure at scale. The more than $500 billion figure represents aggregate third-party capital that these platforms are designed to mobilize over time. This capital is not NVIDIA revenue, a single fund or a commitment to a single customer. The financial institutions will independently assess each opportunity, evaluating the customer, demand, utilization, cash flow and residual value. NVIDIA provides the AI factory platform while the financial institutions provide long-term capital and financing expertise.

In some cases, NVIDIA may provide a residual-value support mechanism for up to 25% of an opportunity, assessed carefully on a project-by-project basis. This support is limited, residual-value based and designed to complement rather than replace independent underwriting. It is substantially lower than other compute-financing arrangements because NVIDIA compute is unique—it is fungible, universally adopted, software-upgradable and redeployable across a large ecosystem of customers.

The focus is on building productive AI factories, not simply data centers. An AI factory turns energy and data into valuable intelligence. Its customers are frontier AI labs, AI clouds, enterprises and nations building AI because it has become useful, doing valuable work across every industry. Companies use AI to write software, discover drugs, design products, serve customers, automate operations and build new services. More compute creates better AI, better AI creates more usage, more usage creates more revenue, and more revenue drives more compute—the virtuous cycle of the AI industrial revolution.

Every industrial revolution has been built on infrastructure with financing enabling buildout. AI factories are the infrastructure of the intelligence era. With these partnerships, NVIDIA and the world's leading financial institutions are creating a new way to finance the infrastructure that will power this industrial revolution, making AI factories more accessible to the companies, industries and nations building the future.