Nvidia is kind of acting like the

central bank of AI.

>> They're starting to think about that

financing in a different way. A $500

billion financing commitment for AI

infrastructure for compute with Apollo,

Blackstone, Black Rockck, Brookfield,

Goldman Sachs, KKR, the biggest

institutional investment names in the

world. Jensen Wong put out this essay on

X. He says, "We have moved from an era

in which companies bought chips and

build data centers project by project to

one in which AI factories can be

financed as productive infrastructure,

repeatable platforms, long-term

institutional capital, and a diverse

customer base that uses compute to

create revenue." Before this deal was

even announced, they already had a

pretty big web of investments in AI. had

66 private investments already off the

balance sheet in addition to roughly $40

billion in publicly traded stocks like

4% in Intel 9% in core and now they're

growing that with the biggest

institutional players as a backdrop

>> but does that worry you the Nvidia is

the central bank of AI

>> the fundamentals of this company are so

strong no it doesn't worry me today does

take the stress off of the banking

system the traditional finance players

and it puts it directly into the equity

markets and so now investors get to vote

with their wallet and say I agree with

this or I