NVIDIA는 자금 동원을 목표로 하는 독립적인 금융 플랫폼을 구축하기 위해 6개 주요 금융기관과 파트너십을 체결했다.

NVIDIA has announced strategic partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish independent financing platforms designed to mobilize over $500 billion of third-party capital to support the buildout of AI infrastructure over time. This marks a significant shift for the industry, moving from an era of project-by-project data center construction to financing AI factories as productive infrastructure backed by repeatable platforms, long-term institutional capital, and a diverse customer base. As AI transitions from research to production, the company notes that AI is creating real value, and the infrastructure behind it is becoming one of the world’s most productive assets. In AI, compute is revenue.

NVIDIA DSX AI factories function as complete platforms encompassing accelerated computing, networking, systems software, AI frameworks, and a global developer ecosystem. These facilities can run the world’s broadest range of AI models, modalities, and algorithms, including language, vision, speech, biology, physical AI, and robotics. Because they operate on a globally adopted architecture used across every major cloud and by enterprises worldwide, they are highly flexible and fungible. When operational needs change, capacity can be reassigned to different customers, clouds, or operators, creating a deep market of potential users and protecting residual value. Furthermore, CUDA continuously enhances factory performance, efficiency, and total cost of ownership throughout the hardware lifecycle. For example, the Ampere-based A100 introduced in 2020 remains in active commercial use for training, fine-tuning, inference, and high-performance computing, with multi-year deployments extending its economic life toward a decade.

Market dynamics further demonstrate the durability of these economics. One-year H100 rental pricing rose from about $1.70 per GPU-hour in October 2025 to about $2.35 per GPU-hour in March 2026. Cross-provider on-demand median pricing increased from roughly $2.00 per GPU-hour in October 2025 to $2.70 in June 2026. Meanwhile, Blackwell capacity commands a premium, with reported B200 cloud rates spanning approximately $5.30 to $7.05 per GPU-hour. That is what makes NVIDIA AI factories different. 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 are the characteristics of an investable infrastructure asset: it produces revenue, serves a broad market, improves in performance over time and can be redeployed.

Despite extraordinary demand for AI infrastructure, access to capital remains uneven. Many AI companies, enterprises, and cloud providers lack the financing scale or cost efficiency needed to build quickly. To address this, NVIDIA is collaborating with leading long-term capital providers who possess deep expertise in underwriting long-lived, productive assets. The more than $500 billion figure represents aggregate third-party capital mobilized over time through these platforms, not NVIDIA revenue, a single fund, or a commitment to a single customer. Financial institutions will independently evaluate each opportunity based on customer viability, demand, utilization, cash flow, and residual value. NVIDIA supplies the AI factory platform, while the partners supply long-term capital and financing expertise. In select cases, NVIDIA may offer a residual-value support mechanism covering up to 25% of an opportunity, assessed carefully on a project-by-project basis. This limited support complements rather than replaces independent underwriting and remains substantially lower than other compute-financing arrangements, made possible by the unique, universally adopted, software-upgradable, and redeployable nature of NVIDIA compute.

This initiative establishes the beginning of an open capital market for AI infrastructure. Each financing partner will independently evaluate demand, utilization, cash flow, and residual value to ensure capacity is built around real customer economics. Companies are already leveraging AI to write software, discover drugs, design products, serve customers, automate operations, and build new services. AI factories enable this work by turning energy and data into valuable intelligence. The resulting virtuous cycle operates as follows: more compute creates better AI, better AI creates more usage, more usage creates more revenue, and more revenue drives more compute. This is the virtuous cycle of the AI industrial revolution. Just as previous industrial revolutions relied on externally financed infrastructure like electricity, transportation, communications, and computing, AI factories represent the foundational infrastructure of the intelligence era. The question is not whether we are building data centers. The question is whether we are building productive AI factories. Through these partnerships, NVIDIA and leading financial institutions are creating a new model to finance this buildout, making AI factories more accessible to the companies, industries, and nations shaping the future. The age of AI is here. Together, we will build the infrastructure to power it.