NVIDIA's $500B AI infra deal had "no obvious provenance" as PE debt talks stall
mjdramstead · x · 2026-10-20
Citing Bloomberg, Ed Zitron notes Goldman, Blackstone and Apollo are making "slow progress" on AI data center debt deals, while Jensen Huang's CNBC-announced $500 billion AI infrastructure deal — pitched alongside private equity chiefs — has "no obvious provenance." Zitron concludes the announcement was largely hype that media covered uncritically, with nothing materialized since.
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