Field note
NVIDIA announced financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR, targeting more than $500 billion of third-party capital for AI compute infrastructure.
New Runtime reading: The constraint on AI factories is being financialized as well as engineered. Capital structure, utilization risk, power, and customer demand now sit beside chips and networking in the capacity roadmap; the $500 billion figure is a mobilization target, not deployed capital.
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