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.
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