Jensen Huang says $NVDA is helping build an open capital market for AI infrastructure with $500B of third-party funding designed to let AI labs, enterprises and clouds build capacity without funding every data center themselves. He argues AI factories are productive assets because “an AI factory turns energy and data into valuable intelligence” while CUDA keeps improving the output and economics of already-installed hardware over time. The structure also limits Nvidia’s direct risk because the financing partners underwrite each project independently with Nvidia only providing up to 25% residual-value support on select deals.
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