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Analysis indicates that Wall Street recognizes NVIDIA CEO Jensen Huang's "big concept" for AI financing, with institutions like KKR participating.
NVIDIA CEO Jensen Huang announced an AI financing "grand concept" on August 10, planning to collaborate with Goldman Sachs, BlackRock, KKR, Apollo, and Brookfield, among others, to raise $500 billion (potentially more) from external investors to build new AI data centers. Waldemar Szlezak, KKR's head of digital infrastructure, described this move as a "revenue stream." Analysts believe that although the plan has not yet actually raised funds and is currently only a memorandum of understanding, institutions like KKR are investing capital and reputation to support this financing structure.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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