Wall Street Unlocks $500B for AI Compute, Jensen Huang Says Compute Is Revenue
robleclerc · x · 2026-08-11
Nvidia has signed memorandums of understanding with six major Wall Street firms—including Apollo, BlackRock, and Goldman Sachs—to unlock over $500 billion in third-party capital for AI infrastructure. This funding will help frontier AI labs, enterprises, and cloud providers finance the massive costs of GPUs and data centers.
Nvidia CEO Jensen Huang framed this as the next phase of the AI cycle, declaring, "In AI, compute is revenue." Nvidia can optionally backstop up to 25% of these deals. The original poster jokingly predicts that even Florida strippers will soon be taking out loans to hoard H100s.
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