CEO Jensen Huang announced a partnership with six of Wall Street’s most powerful asset managers to create independent financing platforms aimed at funneling over $500 billion into AI infrastructure. From selling chips to financing computeHuang distilled the logic into four words during the announcement: “In AI, compute is revenue.” Instead, the six asset managers will independently underwrite and deploy long-term capital into AI infrastructure projects. Nvidia’s consortium solves that problem by turning AI infrastructure into something that can be leased, financed, or structured as a long-term asset. Any escalation in those restrictions could constrain the addressable market for AI infrastructure, potentially affecting the return profile for the consortium’s investments.