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11.08.26 - 18:30
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Private Capital Powers Big Tech′s AI Ambitions (Bloomberg)
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Nvidia secured a $500 billion commitment from six Wall Street firms — including Apollo, Goldman Sachs and BlackRock — to finance AI infrastructure. Bloomberg's Silas Brown reports on Big Tech's growing reliance on private markets to power the AI boom on Bloomberg Open Interest. (Source: Bloomberg)...
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11.08.26 - 13:42
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Investors Hated Intel′s $15 Billion Stock Sale, but Wall Street Wanted $100 Billion Worth (24/7 Wall St.)
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Every AI-adjacent company is chasing the same problem right now: how do you pay for the buildout? Goldman Sachs pegs 2026 AI infrastructure spending at $765 billion industry-wide, climbing to $1.2 trillion in 2027. That kind of capital intensity forces even well-capitalized companies to tap the markets, and investors have grown reflexively nervous about anyone ... Investors Hated Intel's $15 Billion Stock Sale, but Wall Street Wanted $100 Billion Worth...
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11.08.26 - 12:06
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Wall Street just endorsed Jensen Huangs big concept for AI. What now? (CNBC)
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The first three-plus years of the AI buildout has been funded by record amounts of equity and debt issued by leading tech companies. Nvidia has a new idea... --- Nvidia CEO Jensen Huang revealed what he expects to be the next phase of financing, backed not by corporate balance sheets, but by Wall Street’s top power brokers.. --- Firms including Goldman Sachs and BlackRock say they see the potential to make money by investing directly in AI systems.. --- “You can think about it as a revenue stream, and you can securitize it or effectively divide that risk and sell it,” said Waldemar Szlezak, KKR’s head of digital infrastructure..
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11.08.26 - 08:48
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Nvidia links with Wall Street firms for $500bn AI financing deal (The Guardian)
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Apollo, BlackRock, Goldman Sachs and KKR among those working with chipmaker to fund infrastructureNvidia has partnered with six major Wall Street financial institutions to raise more than $500bn (£370bn) capital for artificial intelligence infrastructure.The Nvidia chief executive, Jensen Huang, said on X that the company has the option to backstop up to $125bn, or 25% of the potential deals. Continue reading......
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