Compute as Collateral: Nvidia, Six Wall Street Giants, and the $500 Billion Plan to Finance the AI Buildout - August 12, 2026

Compute as Collateral: Nvidia, Six Wall Street Giants, and the $500 Billion Plan to Finance the AI Buildout Nvidia has signed memoranda of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent financing platforms aimed at mobilizing more than $500 billion in third party capital for AI compute, with the chips themselves serving as collateral. Chris and Laura break down how the special purpose vehicles would work, Jensen Huang's case for com...