NVIDIA works with insurers to make GPUs an investable asset class, akin to aircraft financing
ivan_bezdomny · x · 2026-09-30
The author pushes back on cynics like Michael Burry who claim NVIDIA just wants to maximize revenue, arguing NVIDIA genuinely wants to democratize GPU access: let 1,000 neoclouds bloom, with NVIDIA subsidizing and helping them all rather than letting big companies dominate.
Quoted context adds that NVIDIA is working with insurance companies to make GPUs an investable asset class, akin to how commercial aircraft are financed—a smart mechanism to put GPUs within reach of more players.
Related event: Nvidia Works with Insurers to Turn GPUs into an Investable Asset Class(2 posts)→
More from Infra
- PyTorchCon NA puts vLLM center stage: KV cache, disaggregated serving, expert parallelism — PyTorch · 2026-09-30
- Oxmiq Open-Sources NVFP4 Quantized Hy4 Model, Runs on RTX 6000 Pro — RajaXg · 2026-09-30
- Inference Engineering Without a GPU: Engineer Details a CPU-First Path into the Field — abhijithneil · 2026-09-30
- Anthropic carries $252B in non-cancelable compute obligations plus $161.2B in Broadcom TPU leases — ns123abc · 2026-09-30
- Datacenter backlash accelerating: indexed YouTube videos up 4.8x in 30 days — zealcaiden · 2026-09-30
- Blackstone, KKR, Apollo put $5.3B into gas plants powering AI data centers — pstAsiatech · 2026-09-30