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Lead DevelopmentFACT · 4/5•25 Sept '26•Via techcrunch

Nscale secures $3.36B convertible financing ahead of US IPO

British AI neocloud Nscale has raised $3.36 billion in convertible financing ahead of its planned US IPO. The round, led by hedge fund Third Point, includes $2.36 billion immediately available and an additional $1 billion from existing investor Nvidia, to be received in mid-November. The notes convert into equity upon IPO completion. Nscale filed IPO paperwork last week, aiming for a valuation of $35 billion on the NYSE and seeking to raise $3 billion. Since spinning out of Australian crypto mining company Arkon Energy two years ago, Nscale has accumulated over $103 billion in contracts. The company is developing data center campuses in Norway and West Virginia.

•Nscale secured $3.36B in convertible financing.
•Third Point led the round; Nvidia contributed $1B.
•IPO filing seeks $3B raise at $35B valuation on NYSE.

Entities:Nscale Third Point NVIDIA

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FACT · 4/57 Sept '26· Via Positive Group

Positive reaches a new milestone: €106 million refinancing to consolidate Europe's marketing

Positive announces a €106 million refinancing to consolidate its European marketing strategy, as featured in the newsroom.

Positive Group

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FACT · 4/54 Sept '26· Via techcrunch

Nscale seeks $3.5B pre-IPO financing ahead of September IPO

British AI infrastructure company Nscale is reportedly in talks to raise $3.5 billion in pre-IPO financing, as it prepares for a potential US IPO as early as this month. Bloomberg reported that the company is seeking to sell $1.5 billion in convertible notes to a group of investors, alongside an additional $2 billion in financing from Nvidia. Nscale's Series B round in March, led by Aker, raised $1.1 billion and was hailed as the largest Series B in European history. The company recently signed a deal with Anthropic worth approximately $45 billion, and it claims about $103 billion in contracted revenue. Nscale, founded just two years ago, has grown rapidly amid the AI compute boom, with Nvidia as a key backer.

•Nscale is seeking $3.5B in pre-IPO financing, including $1.5B in convertible notes and $2B from Nvidia.
•Nscale may go public as early as September 2026.
•Nvidia participated in Nscale's $1.1B Series B round led by Aker in March 2026.

Nscale NVIDIA Anthropic

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FACT · 4/52 Sept '26· Via FTV Capital

TabaPay Closes $155 Million Strategic Growth Financing Led by FTV Capital and Announces Planned Acquisition of Transact Bank

FTV Capital led a $155 million strategic growth financing for TabaPay, which also announced a planned acquisition of Transact Bank.

FTV Capital

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FACT · 4/527 Aug '26· Via Bain Capital

Bain Capital’s Private Credit Group Announces $6 Billion of Financing Investments for First Half 2026

New press releases on the Bain Capital news page include Bain Capital’s Private Credit Group announcing $6 billion of financing investments for first half 2026, and RQD* Clearing securing a $74 million strategic growth investment led by Bain Capital.

Bain Capital

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FACT · 4/526 Aug '26· Via Manager Magazin

Nvidia's Risky Carousel Financing Raises Investor Concern

Nvidia's quarterly results headline a wider debate about the company's increasingly bold financing arrangements that tie it closely to large AI customers. Analysts expect exceptionally strong Q2 revenue (around $92 billion) and high EPS, while Nvidia is simultaneously partnering with Wall Street investors to raise at least $500 billion for AI infrastructure. The company has provided large guarantees — including a reported $105 billion backing for OpenAI — and entered so-called "carousel" deals where Nvidia and its customers mutually commit to buying each other's technology and revenue streams. Investors are wary that these financing bets, and guarantees such as minimum-revenue commitments, could expose Nvidia to significant downside if major customers scale back AI spending.

•Analysts expected Nvidia's second-quarter revenue to be about $92 billion and EPS around $2.10 per share.
•Nvidia is partnering with firms including Goldman Sachs, Apollo, BlackRock and KKR to raise at least $500 billion for AI infrastructure investments.
•Nvidia reportedly provided a $105 billion guarantee for OpenAI's planned data-center investment in Ohio.

NVIDIA Goldman Sachs Apollo Global Management BlackRock KKR OpenAI Amazon Meta Microsoft The Wall Street Journal

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FACT · 4/525 Aug '26· Via HTGF | High-Tech Gründerfonds

REVIER Therapeutics Launches with €6 Million Seed Financing to Pioneer Class IIa HDAC Inhibitors for Cardiometabolic Disease

REVIER Therapeutics announced the successful closing of a €6 million seed financing round and the official start of operations. The company is developing first-in-class selective Class IIa HDAC inhibitors for cardiometabolic diseases, with lead programs in HFpEF and ASCVD. The round was led by KHAN Technology Transfer Fund II, with participation from HTGF, VORNvc, and private investors via Revier Invest Heidelberg.

HTGF | High-Tech Gründerfonds

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FACT · 4/516 Aug '26· Via The Leverage

Nvidia’s $500B Financing: Bubble or Neocloud Bet?

Nvidia announced partnerships with private capital firms (Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, KKR) to create AI compute infrastructure financing platforms intended to mobilize over $500 billion of third‑party capital. The newsletter argues this move is not necessarily a dot‑com style bubble because the loans sit on partners’ balance sheets, the financing enables a new class of contract‑style 'neocloud' datacenter operators, and AI adoption remains in its early stages. The piece also notes hyperscalers and leading AI startups (Anthropic, OpenAI) are diversifying into custom silicon, highlights long-lived NVIDIA A100 contracts reported by CoreWeave, and summarizes other industry moves: Lovable raised $400M at a $13.3B valuation and Cursor was sold to SpaceX for $60B.

•Nvidia announced financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third‑party capital for AI buildout.
•Nvidia’s stock fell about 2.8% on the financing announcement (market reaction noted in the article).
•Anthropic has split training across Trainium, Google TPUs, and Nvidia and recently stood up its own chip team; OpenAI has also been iterating on its own chips.

NVIDIA BlackRock Goldman Sachs KKR Apollo.io Blackstone Brookfield Anthropic OpenAI CoreWeave Sequoia Capital Ericsson Lovable Cursor SpaceX

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FACT · 4/514 Aug '26· Via Otto Group Investor Relations

Otto Group updates Sustainability-Linked Financing Framework documentation

The Investor Relations section now includes the new Sustainability-Linked Financing Framework (2024) and the associated Second Party Opinion from Moody's Ratings, replacing the previous 2019 Sustainable Finance Framework documents.

Otto Group

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FACT · 4/513 Aug '26· Via Impel AI

Impel and SelectFI Announce Strategic Partnership to Bring Industry-First Financing Intelligence to Automotive AI Agents

Impel Press Release 13 August 2026 Impel and SelectFI Announce Strategic Partnership to Bring Industry-First Financing Intelligence to Automotive AI Agents

Impel AI

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FACT · 4/512 Aug '26· Via CNBC Investing

Investors Question Data-Center Loan Valuations After Nvidia Financing

Major financial firms partnered with Nvidia to promote the chipmaker’s computing capacity as an investable asset class, prompting investor concern about how to value data-center-backed loans collateralized by GPUs. BlackRock CEO Larry Fink compared Nvidia’s computing assets to the mortgage-backed securities market of the 1970s. Market participants and analysts — including Wells Fargo traders, Dan Alpert of Westwood Capital and Paul Meeks of Freedom Capital Markets — warned that GPU depreciation schedules (roughly five to six years) and limited underwriting experience make these instruments hard to value. Analysts also flagged risks of circular financing and the potential for such loans to be repackaged into collateralized structures. Famed investor Michael Burry compared the financing to past problematic asset-class structuring, citing Enron.

•Nvidia announced financing agreements with major financial firms to promote its computing capacity as an "investable asset class."
•Larry Fink, CEO of BlackRock, compared Nvidia’s computing power assets to the 1970s mortgage-backed securities market.
•Wells Fargo traders said Nvidia’s agreements with firms like KKR, Blackstone and Apollo act as a form of insurance for investors unfamiliar with GPU collateralization.

NVIDIA BlackRock KKR Blackstone Wells Fargo VERSANT Substack

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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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FACT · 4/511 Aug '26· Via CNBC Technology

China risk threatens Nvidia’s $500B AI financing plan

Nvidia has struck agreements with six major asset managers — Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR — to mobilize roughly $500 billion to finance AI data centers and GPU clusters. Under the plan Nvidia will guarantee that GPUs used as collateral retain value, agreeing to cover up to 25% of any shortfall on liquidated collateral to help create a secondary market for aging GPUs and sustain demand for older hardware. Analysts warn the structure depends on GPUs preserving resale value — rapid depreciation or a surge of low-cost Chinese compute could crash collateral markets and push investor yields into the 11%–17% range — and introduces “wrong-way” risk because Nvidia’s obligations rise if demand weakens. Nvidia points to its CUDA software, continuous updates, and prior financial support for customers to extend chip productivity.

•Nvidia reached agreements with six asset managers (Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, KKR) to mobilize roughly $500 billion to finance AI data centers and GPU clusters.
•Nvidia agreed to guarantee GPUs used as collateral, covering up to 25% of any shortfall on liquidated collateral; the scheme aims to create a secondary market for aging GPUs but introduces wrong-way risk.
•Analysts warn that rapid GPU depreciation or a flood of low-cost Chinese compute could erode collateral values and force investor yields into the 11%–17% range in some analyses.

NVIDIA BlackRock Blackstone Apollo Global Management KKR Brookfield Goldman Sachs Huawei VERSANT Thomson Reuters CoreWeave Meta Anthropic Microsoft Oracle OpenAI Nebius Google

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FACT · 4/531 Jul '26· Via Newcomer

AI Funding Risks: Hedge Fund Collapse and Nvidia Financing

A recent rout in AI and chip stocks exposed fragilities in the AI funding boom, illustrated by Situational Awareness — a leveraged San Francisco hedge fund led by Leopold Aschenbrenner — which sold its public stock portfolio to Citadel after margin calls created a liquidity crisis. The piece flags vendor financing risks as Nvidia has made large, hardware-linked investments and commitments (including a reported $5 billion commitment to Ilya Sutskever’s Safe Superintelligence and reported talks to guarantee up to $250 billion for OpenAI). Corporate venture capital and new financial actors (big managers and private credit) now dominate AI financing, while special purpose vehicles (SPVs) are outpacing direct secondary trades on some platforms, underscoring evolving—and potentially systemic—financing risks for the AI buildout.

•Situational Awareness sold its public stock portfolio to Citadel after margin calls left the fund in a liquidity crisis.
•Nvidia committed $5 billion to Ilya Sutskever’s Safe Superintelligence, largely to purchase Nvidia hardware.
•Nvidia is reported to be discussing a loan guarantee for OpenAI of as much as $250 billion tied to Nvidia hardware.

NVIDIA OpenAI Sandisk SK hynix CoreWeave Jane Street Anthropic Coatue Fidelity Investments Goldman Sachs Blackstone Schneider Electric AMD Brookfield Qualcomm Salesforce Ventures PitchBook

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FACT · 4/514 Jul '26· Via Euvic

Euvic secures financing from 3TS Capital Partners to support growth and further acquisitions of its subsidiary – Euvic Ukraine

Euvic Ukraine is entering a new phase of growth after securing €4 million in financing from 3TS Capital Partners. The investment will support further acquisitions, the integration of portfolio companies, and continued expansion in international markets.

Euvic

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FACT · 5/56 Jul '26· Via SemiAnalysis

Nvidia Backstops GPU Rentals to Unlock AI Project Trinity

Nvidia has launched a GPU backstop program that provides take-or-pay revenue guarantees to Neocloud operators and is sharing upside revenue when rental prices exceed the backstop. SemiAnalysis forecasts AI-related CapEx and debt will surge — cumulative AI CapEx ~$11.1T (2024–2029) and roughly $7.1T of AI-backed debt outstanding by 2029 — making GPU/datacenter financing a multi-trillion-dollar market. The backstop (typically six years) aims to broaden compute access beyond hyperscalers, enable shorter-tenor rentals, and help lenders underwrite clusters by substituting Nvidia’s investment-grade credit as a backstop. The article cites announced Asia‑Pacific projects (SharonAI, Firmus) using Nvidia backstops, notes AMD has offered similar programs, and highlights gaps lenders face: limited GPU pricing indices, residual-value benchmarks, and DSCR/LTV underwriting norms.

•Nvidia has started a GPU backstop program that provides take-or-pay commitments and shares a portion of Neocloud revenue above the backstop.
•SemiAnalysis estimates cumulative AI CapEx of ~$11.1 trillion from 2024–2029 and about $7.1 trillion of AI-backed debt outstanding by 2029.
•Nvidia’s backstop program is typically six years in length and lenders are using Nvidia’s AA/Aa2 investment-grade credit as a substitute backstop in underwriting.

NVIDIA Google Amazon Meta Microsoft Blackstone AMD

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