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Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.
Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies benefit from AI's debt-fueled buildout and which carry the hidden risk.
Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp.
Databricks Inc. has secured $5 billion in funding at a valuation of $190 billion, the second round of financing this year for a fast-growing software firm that competes with Snowflake Inc. and Alphabet Inc.
NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO), two of the world’s largest chipmakers, are tapping debt and private capital markets to fund the AI infrastructure boom. These massive financial commitments coming from some of the biggest names in the market signal exceptionally-strong AI compute demand. However, one Wall Street firm, Wolfe Research, believes the same […]
Blackstone (NYSE:BX) has entered a new partnership with NVIDIA and major financial institutions to fund global AI infrastructure platforms. The alliance is focused on creating large scale compute financing platforms to support growing demand for AI focused data centers and related infrastructure. The collaboration is intended to mobilize substantial capital and could open new long term revenue sources linked to AI infrastructure financing. For readers looking beyond Blackstone to other...
Blackstone stock has delivered a strong 66.2% return over the past three years, yet current checks suggest the shares are trading at a premium to what the intrinsic value estimate and earnings multiples indicate. Over the last three years, Blackstone has returned 66.2%, which keeps longer term holders in profit even though more recent returns have been weaker. Fresh commitments to areas like AI focused data centers and energy transition assets can support long term cash flow expectations,...
A massive financing machine is drawing uncomfortable comparisons
Financial stocks were higher in late Wednesday afternoon trading, with the NYSE Financial Index up 0
The race to build artificial-intelligence infrastructure is fueling demand for new warehouses. Warehouse developer and operator Link Logistics said 15% of new leasing so far this year is tied to the data-center buildout, up sharply from a year earlier. Luke Petherbridge, chief executive of the Blackstone-owned company, said tenants include companies assembling and supplying components such as turbines, generators and switchgear.
Financial stocks were mixed in Wednesday afternoon trading, with the NYSE Financial Index up 0.3% an
Independent financing platforms could broaden access to NVIDIA systems without requiring the chipmaker to supply all the capital itself.
Nvidia Builds a $500 Billion AI War Chest With Goldman, BlackRock and Blackstone
Blackstone (BX) is considering abandoning plans to raise around $3 billion of debt to return some ca
The structured deal, code-named Project Eclipse, was designed to pool roughly 700 underlying investments from one of Blackstone’s older secondaries funds and issue rated debt tranches against them. Such instruments, known as CFOs, allow fixed-income investors including insurers to gain exposure to private capital funds through more familiar debt securities. Jefferies Financial Group has been advising Blackstone on the transaction, according to Bloomberg’s sources.
(Bloomberg) -- Nvidia Corp.’s commitments to backstop the artificial intelligence boom seemed to be swelling by the day. There was the reported $250 billion to help kickstart a massive data center for OpenAI in Ohio, the latest in a string of big financings it was involved with. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentApple’s Glas
(Bloomberg) -- Bond traders dialed back measures of credit risk associated with Nvidia Corp. on Tuesday after the company said it would limit its exposure in a $500 billion plan to finance the type of artificial-intelligence investments that are driving demand for its computer chips. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump M
Six financial giants could expand customer access to NVIDIA infrastructure without requiring the chipmaker to fund every project directly.
Critics warn the deal revives circular-financing concerns
Jensen Huang just recruited six of the most powerful names in finance to solve the one problem threatening to put a ceiling on AI growth, and Nvidia is not spending a single dollar of its own money to do it.
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