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Lead DevelopmentFACT · 4/5•17 Aug '26•Via CNBC Technology

Nvidia Rally: Three Reasons It Can Continue

Nvidia's shares have rebounded ahead of its fiscal 2027 Q2 results, driven by reduced perceived risk around its financial support for AI infrastructure, a new large financing initiative, and strong revenue momentum at major AI labs. Nvidia announced support for an Ohio data-center project where OpenAI will be a 20-year tenant and will be the exclusive compute provider; the company's backstop for the initial 4.25-gigawatt build is reported at $105 billion and includes a $1.5 billion investment in SB Energy. Nvidia also unveiled a roughly $500 billion financing initiative with Wall Street firms (Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR) to securitize compute, shifting funding risk to institutional investors. Bloomberg and other outlets reported rapidly growing annualized revenue at OpenAI (~$40 billion) and Anthropic (>$11.5 billion annualized), which eases counterparty concerns around future compute spend.

•Nvidia announced support for a massive Ohio data-center project where OpenAI will be the tenant via a 20-year lease and Nvidia will be the exclusive compute provider.
•Reports indicate Nvidia's backstop for the initial 4.25-gigawatt build is $105 billion and Nvidia plans a $1.5 billion investment into SB Energy.
•Nvidia announced a $500 billion financing initiative with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to securitize compute and offer asset-backed securities.

Entities:NVIDIA OpenAI Anthropic SoftBank Group BlackRock Blackstone Brookfield Goldman Sachs KKR The Wall Street Journal Bloomberg

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FACT · 4/512 Aug '26· Via Linas Newsletter

Nvidia Secures $500B GPU Financing from Wall Street

Nvidia reached a reported $500 billion financing agreement with Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs and KKR that effectively lets GPUs serve as loan collateral for AI infrastructure build-out, while Nvidia must guarantee secondhand chip values. The agreement frames compute as an investable asset class and positions Nvidia as a lender-like counterparty for AI deployments. The newsletter also highlights SpaceXAI’s Grok Bot, an agent-oriented AI OS, and compares it to offerings from OpenAI, Anthropic, and Google.

•Nvidia agreed to a reported $500 billion financing arrangement with Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs and KKR.
•The financing structure treats GPUs as loan collateral and requires Nvidia to guarantee the chips' secondhand value.
•The newsletter characterizes the deal as turning compute into an asset class and Nvidia into a bank-like entity for AI.

NVIDIA Blackstone BlackRock Brookfield Goldman Sachs KKR OpenAI Anthropic Google X.AI Corp.

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