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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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11.08.26 - 02:18
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Goldman′s Boak on RBA Policy, Australia′s Economy (Bloomberg)
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Andrew Boak, Chief Economist for Australia and New Zealand at Goldman Sachs, discusses the outlook for Australia's economy ahead of the central bank's policy decision. He speaks with Haidi Stroud-Watts on Bloomberg: The Asia Trade. (Source: Bloomberg)...
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10.08.26 - 22:48
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Nvidia Set To Reveal Record $500 Billion Off-Balance Sheet SPV Deal To Fund The World′s Biggest Circle Jerk: Report (ZeroHedge)
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Nvidia Set To Reveal Record $500 Billion Off-Balance Sheet SPV Deal To Fund The World's Biggest Circle Jerk: Report
In what is shaping up as a record-breaking, off-balance sheet SPV deal, one which will send CDS and credit yields surging far beyond where the recent explosion in AI debt has already pushed them, and as shown in the chart below, it's pretty, pretty far...
... the FT reports that Nvidia - unable to generate fund the old-fashioned way by earnings - is working with the world's largest financial groups are to assemble a $500bn funding package for AI infrastructure development, in what will be the biggest AI lending efforts to date of any kind.
A consortium of groups including private credit (and equity) giants Apollo, Blackstone, BlackRock, Brookfield, Goldman and KKR is entering a partnership with Nvidia to invest in the AI build-out, the FT cited six people briefed on the talks.
The "partnership" as the FT calls it as it sounds a bit better than "hail-may, off-bal...
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