Nvidia Partners With Major Financial Firms To Turn Compute Into Asset Class
Nvidia is working with Goldman Sachs, BlackRock, and other financial giants on a 500 billion dollar financing effort.
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Nvidia is working with Goldman Sachs, BlackRock, and other financial giants on a 500 billion dollar financing effort.
Nvidia plans to invest $150 billion annually in Taiwan, solidifying its role as a key AI hub despite US efforts to bolster domestic production.
At GTC 2026, Jensen Huang said Nvidia expects $1 trillion in purchase orders through 2027 between Blackwell and Vera Rubin. He unveiled the full Vera Rubin platform, the Groq 3 LPU from its $20B acquisition, and teased the next-gen Feynman architecture for 2028.
Nvidia CEO Jensen Huang said the company investments in OpenAI and Anthropic are likely its last, citing upcoming IPOs. But the real story may be the growing rift between the two AI labs and the circular economics of these deals.