Nvidia's $500 Billion Bet: Can AI Chips Become the Next Big Asset Class? Nvidia, a leading chipmaker, is attempting to turn its artificial intelligence hardware into an asset class worth $500 billion.
The company has partnered with six large asset managers to establish financing platforms for its customers, treating compute infrastructure like commercial real estate or toll roads – assets that can be borrowed against.
At the helm of this ambitious plan is Jensen Huang, Nvidia's founder and CEO, who claims that his AI chips are "an investable asset class.