Nvidia's lending consortium in flux after Jensen Huang's ouster, no loans closed

SumitGup · x · 2026-11-14

Per the New York Times, Wall Street has lost its most powerful dealmaker with Jensen Huang's abrupt ouster from Nvidia. He personally directed complex financing structures that pumped hundreds of billions into competitors, suppliers and customers, generating billions in fees.

Meanwhile, the Nvidia stock-lending consortium involving six lenders — Goldman Sachs, Apollo, BlackRock, Blackstone, KKR — is "in flux": no loans have closed and at least one signatory was reportedly discussing dropping out. Bankers and even competitors worry the pace of Nvidia's trillion-dollar AI buildout will slow, though its grip on chip supply remains intact.

Related event: Jensen Huang's exit from Nvidia rocks its massive lending and startup empire(2 posts)→

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