27. august · ugebrev.dk
AI-boomets bank giver ekstra risiko: Nvidia regnskab gemmer på halv billion dollar i garantier og forpligtelser
Residual Value Support Related to $500bn Partnership
On August 10, NVIDIA announced partnerships to establish independent compute financing platforms with Apollo, BlackRock, Blackstone, Brookfield, GS, and KKR to mobilize >$500bn of third-party capital for AI infrastructure over time (or, as we dubbed it, the launch of collateralized compute obligations).
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