Nvidia and six Wall Street firms signed agreements to let AI infrastructure buyers use GPUs as recoverable collateral to fund data center expansions. The initiative aims to unlock more than $500B in third party capital through independent platforms to support customers unable to fund buildouts via their own balance sheets.

The group, including Goldman Sachs, Blackstone and KKR, will underwrite projects while Nvidia backstops up to 25% of potential deals to reduce credit risk for lenders. This structural advantage enables Nvidia to sustain hardware shipments for buyers with weaker financial profiles, arriving as US debt backed by AI chips increased to $70B in 2026 from $2B in 2023.

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  1. SUPPORT@rohanpaul_ai“Hardware shipments can therefore stay strong even while the underlying operators remain financially weak”x.com
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