Cum vor Nvidia și giganții de pe Wall Street să finanțeze viitorul infrastructurii AI
Nvidia and major Wall Street firms aim to raise at least $500 billion for AI infrastructure investments, targeting significant capital from investors for data centers equipped with Nvidia chips. Partners include Goldman Sachs, Apollo, BlackRock, and KKR, although no timeline for fundraising was provided. Nvidia leads in chip systems for AI model training and execution, with tech giants like Amazon, Google, Microsoft, and Meta investing heavily in AI data centers. New funds may benefit AI startups and research labs, with Nvidia's CEO noting that data centers require $50-60 billion for each gigawatt of energy consumption. BlackRock's CEO indicated that the U.S. alone will need over 70 gigawatts for AI data center capacity, with total AI investments expected to exceed $730 billion this year.