Jensen Huang Announces NVIDIA AI Factory Compute as an Investable Asset Class
ns123abc · x · 2026-08-11
Jensen Huang announced that NVIDIA AI Factory Compute is becoming an investable asset class. NVIDIA has established partnerships with top financial institutions including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to set up independent compute assets.
Analysts predict that driven by this massive infrastructure build-out, NVIDIA's revenue could reach approximately $750B next year and potentially hit $1.5T the year after, suggesting the market is still massively underestimating the scale of the AI compute expansion.
More from Venture
- Bittensor subnet revenue up 40% in a month, now $50M ARR — markjeffrey · 2026-10-03
- PowerShell creator Jeffrey Snover: AI inference costs collapsed, would short frontier models — dfinke · 2026-10-03
- Solo dev's AI video tool hits $3,056 in 5 days with zero ad spend — gefei55 · 2026-10-03
- Agent-Native Sandbox Startup Grows 50.9% Monthly With Team Under 30 — pzakin · 2026-10-03
- New site indexed and getting clicks in 48 hours: the SEO playbook shared — iannuttall · 2026-10-03
- JERA, Dell, RHAELM Plan $15B, 400MW AI Factory Next to a Power Plant in Chiba, Japan — IanAndrewsDC · 2026-10-03