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Nvidia-Backed AI Infrastructure Financing Push Could Be A Game Changer For BlackRock (BLK)

NVIDIA's Jensen Huang Says AI Isn’t Just Tech Anymore — It’s Infrastructure, and Wall Street Is Financing It

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. NVIDIA Corp. stock gained nearly 1% in Tuesday's premarket trading as investors weighed fresh efforts to finance large-scale AI infrastructure and GPU deployments. The world's most valuable chipmaker is seeking to turn AI infrastructure into a major financing opportunity as CEO Jensen Huang increasingly frames NVIDIA chips as long-lived, revenue-producing assets. NVIDIA Taps Wall Street For AI Financing NVIDIA said Monday it signed memorandums of understanding with Apollo Global Management, Inc., BlackRock Inc., Blackstone Inc., Brookfield Asset Management Inc., Goldman Sachs Group Inc. and KKR & Co. Inc. to help create financing platforms for customers. Don't Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast The effort aims to unlock more than $500 billion for AI infrastructure and help hyperscalers, AI labs and enterprises fund data centers and NVIDIA hardware through institutional credit, insurance capital and private investment. Huang Sees AI Chips As Infrastructure Huang told CNBC that technology chips have become an investable asset class because they now generate revenue and can serve multiple customers and workloads. He said AI computing has become part of core infrastructure, comparable to electricity or the internet, which means investors should view the industry through an infrastructure lens. Goldman Sachs Backs NVIDIA Financing Push Goldman Sachs CEO David Solomon said the bank has strong confidence in the long-term opportunity surrounding NVIDIA and the massive capital requirements needed to support the buildout of artificial intelligence infrastructure. "We have a deep belief in the opportunity set that's ahead," Solomon told CNBC on Monday. He said Goldman Sachs can bring both capital and its distribution network to help connect investors with companies funding AI infrastructure. See Also: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time Solomon said Huang approached Goldman Sachs with the financing concept. He added that the bank sees significant opportunities over the next three, five, seven and 10 years as companies invest heavily in computing infrastructure. "It's a big infrastructure build," Solomon said, adding that capital markets are signaling ample investor appetite to finance the expansion. Story Continues NVIDIA Looks To Third-Party Capital Huang said the initiative would rely on third-party, independent, long-term capital rather than NVIDIA's own money. "This is all third-party, independent, long-term capital that all of my partners present will help us bring together," Huang said. Huang described the financing need as part of a broader shift in computing, with AI increasingly viewed as essential infrastructure rather than simply a technology investment. "It used to be, you know, tech, and now it's infrastructure," Huang said. Image via Shutterstock Read Next: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier. Think you're saving enough for your kids? You might be dangerously off — see why Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Arrived Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with

Michael Burry Drops Stark Take on Nvidia Stock

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is taking aim at Nvidia's (NASDAQ:NVDA) $500 billion AI-infrastructure financing strategy, arguing that Wall Street is building a dangerously leveraged system around GPU demand that echoes risks seen before the 2008 financial crisis. The criticism puts a new spotlight on one of the biggest questions surrounding the AI boom: whether soaring chip demand reflects sustainable end-user economics or increasingly complex financing designed to keep capital flowing. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Nvidia has partnered with Apollo (NYSE:APO), BlackRock (NYSE:BLK), Blackstone (NYSE:BX), Brookfield, Goldman Sachs (NYSE:GS) and KKR on financing platforms intended to mobilize more than $500 billion of third-party capital for AI infrastructure over time. Nvidia stresses that the figure is not revenue or a single committed fund and that financing firms will independently assess customer demand, utilization, cash flow and residual values. Burry sees something more concerning. The "Big Short" investor described the initiative as a Wall Street stunt and argued that the structures can involve private credit, asset-backed debt and Nvidia capital ultimately funding purchases of Nvidia GPUs. "I have an idea how that will look," Burry wrote. "Meet the new Boss. Same as the old Boss." One focal point is Nvidia's potential backstop. The company says that, in some projects, it may provide residual-value support covering up to 25% of an opportunity. Nvidia argues that older GPUs remain commercially useful and can be redeployed across customers, helping preserve collateral value. That assumption is crucial. If rapidly improving AI chips cause older hardware to depreciate faster than expected, the economics underlying leveraged GPU financing could weaken. Investor Takeaway On Nvidia Stock For Nvidia investors, Burry's critique turns GPU residual values and customer economics into increasingly important metrics. Watch rental prices for older GPUs, utilization rates, customer defaults and how much direct financial support Nvidia ultimately provides. The bullish case holds if chips remain productive for years and financed AI projects generate enough cash to service their debt. The bearish scenario emerges if new architectures rapidly erode older GPU values or heavily financed customers struggle to monetize capacity. Nvidia reports fiscal second-quarter results on Aug. 26, giving investors another opportunity to assess data-center demand, margins and whether infrastructure financing is broadening genuine end-market growth. View Comments

NVIDIA Stock Jumps 2.5% Today as $500 Billion AI Funding Opens

This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the chip giant powering the AI boom, jumped approximately 2.5% in Wednesday morning trading after unveiling an ambitious plan that could throw even more fuel on the AI infrastructure race. NVIDIA is teaming up with Apollo (NYSE:APO), BlackRock, Blackstone (NYSE:BX), Brookfield, Goldman Sachs (NYSE:GS) and KKR (NYSE:KKR) on independent financing platforms targeting more than $500 billion of third-party capital. That is the number grabbing attention. But the bigger story is what the money could unlock: more data centers, more AI clusters and potentially a much larger pool of customers capable of buying NVIDIA's chips, networking gear and software. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. This is NVIDIA attacking the AI bottleneck from a different angle. The problem is no longer simply whether companies want GPUs. Plenty do. The problem is paying for the staggering infrastructure required to deploy them at scale. These financing platforms could bring deep-pocketed institutional capital directly into that equation, helping frontier AI labs, cloud operators and enterprises fund projects without swallowing the entire bill themselves. There is an important catch. The $500 billion is not sitting in a bank account waiting to buy NVIDIA hardware. The partnerships are currently based on memorandums of understanding, and the headline figure represents capital the platforms intend to mobilize over time. Still, if even a meaningful chunk reaches actual projects, NVIDIA could be helping finance the very demand engine that sells more NVIDIA.NVIDIA Stock Jumps 2.5% Today as $500 Billion AI Funding Opens·us.finance.gurufocus The fundamentals give investors another reason to pay attention. NVIDIA carries a towering 96/100 GF Score for 2026, with the chart flashing exceptional profitability, growth and financial strength, plus healthy momentum. The obvious weak spot is GF Value, which trails the other categories and signals that the market is already pricing in a serious amount of future success. That is the tension. NVIDIA keeps finding ways to make the AI opportunity bigger, but expectations keep getting bigger with it. Fiscal second-quarter earnings arrive August 26, and investors now have another question to answer: can NVIDIA turn a $500 billion financing ambition into the next wave of real AI infrastructure spending? View Comments

Nvidia's $500 Billion AI Gamble Raises the Stakes for NVDA Stock

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is expanding its role in the artificial intelligence industry by helping finance the infrastructure needed to support growing demand, with a $500 billion financing initiative involving major financial firms. The arrangement includes Goldman Sachs (NYSE:GS), BlackRock (NYSE:BLK), Blackstone (NYSE:BX), Apollo Global Management (APO) and other investors. Nvidia may provide financial backing for portions of projects, while debt financing would help customers obtain computing capacity. Warning! GuruFocus has detected 6 Warning Signs with GS. Is GS fairly valued? Test your thesis with our free DCF calculator. The strategy could create another channel for Nvidia revenue as financed projects purchase or lease its GPUs. The company reported $81 billion in quarterly revenue, an 85% increase from a year earlier, while its current-quarter forecast calls for $91 billion. Nvidia's market value has reached about $5.4 trillion, supported by its position in AI computing. The company's expanding financial relationships with AI firms and infrastructure providers could further strengthen its role across the sector. The scale of Nvidia's growth has also prompted debate over financing structures and potential risks. Investors will likely focus on whether rising AI infrastructure spending can continue generating sufficient returns as Nvidia expands beyond its traditional chip business. View Comments

Nvidia found a new way to keep the AI boom funded: your retirement money

Nvidia has been arguably the No. 1 profiteer of the AI boom, selling the picks and the shovels of the trade. But now it wants Wall Street to figure out how to keep paying for them. On Monday, Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create financing platforms intended to mobilize more than $500 billion for AI infrastructure. The money will largely come from "third-party investors," allowing Nvidia customers to finance chips and data centers while keeping Nvidia's own risk limited and off the balance sheet. Details of the arrangements, like the extent of each deal, are still unknown. But analysts have been watching for a deal like this—that treats AI compute into an infrastructure asset, like a toll road or power plant—that produces cash flows and therefore can support debt. As of now, many have feared the chips instead look like a rapidly depreciating, and thus depleting, pile of graphics processors that will need more and more capital to finance. "We have moved from an era in which companies bought chips and built data centers project by project to one in which AI factories can be financed as productive infrastructure," Nvidia CEO Jensen Huang wrote Tuesday. In Huang's formulation, the premise is simple: "In AI, compute is revenue." Underneath that transformation is a second one: who is actually paying for the AI boom. A year ago, most of Big Tech could claim it was financing AI from its enormous cash flows, accrued from decades of executing software-level thin margins and massive profits. But now debt is taking over. Goldman Sachs estimates AI-related financing now accounts for nearly one-quarter of all gross U.S. investment-grade issuance, while AI investment itself is approaching $600 billion this year. So Nvidia's getting ahead of the whole debacle to find the next pool of money. The chain is straightforward. An independent financing vehicle can raise money to buy Nvidia GPUs and data-center infrastructure. An AI company then leases that compute or commits to using it, creating a stream of payments against whichthe vehicle can borrow. Apollo, KKR, and their peers can structure or manage that debt and place it with the enormous pools of institutional money—mostly insurance and retirement capital—that they oversee. Bloomberg columnist Matt Levine distilled the long-term vision into three steps: Put more private investments into ordinary people's retirement accounts, raise "a gazillion dollars" of private-credit and infrastructure funds, and use that money to build the data centers that AI will rent. Story Continues There is a reason those pools of money are attractive. Data centers are expensive, long-lived, and long-standing projects that require financing over many years. Insurers and pension funds, conveniently, have long-dated obligations—annuities that may pay for decades, or retirement benefits owed decades into the future—and therefore look for long-duration assets whose cash flows can be matched against those liabilities. Private-credit and infrastructure managers act as the middlemen, turning projects like data centers into debt those institutions can hold. Nvidia, however, has said it's putting something of its own behind the bet: Huang said the company may provide residual-value support of up to 25% for some projects—effectively promising some protection against the possibility that the chips backing a financing are worth much less in the future than lenders expected. Ben Thompson, who writes the technology strategy publication Stratechery, calls that "in a certain sense, a price cut": Nvidia is using its own profits to reduce customers' cost of capital and make Nvidia-based data centers easier to finance. And that is where the deal gets more interesting. The AI boom started with some of the richest corporations in history spending their own cash. Then came bonds. Now Nvidia is helping Wall Street turn compute itself into an investable asset capable o

Michael Burry Sends Chilling Warning on Nvidia's $500 Billion AI Plan

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is facing fresh scrutiny over its planned $500 billion AI infrastructure financing initiative after investor Michael Burry (Trades, Portfolio) questioned the structure of the transactions in a Wednesday post on X. Warning! GuruFocus has detected 6 Warning Signs with GS. Is GS fairly valued? Test your thesis with our free DCF calculator. The program involves Nvidia and financial firms including Apollo Global Management (NYSE:APO), Blackstone (BX), BlackRock (BLK), Brookfield (BN), Goldman Sachs (NYSE:GS) and KKR (NYSE:KKR). The companies are working on financing platforms intended to help fund large-scale computing projects. Under the proposed arrangement, Nvidia could provide support covering as much as 25% of certain projects through a mechanism tied to the future value of its hardware. Burry argues that the structure could create additional financial exposure if projects fail to generate expected returns. Burry also pointed to a financing chain involving debt, Nvidia equity and purchases of Nvidia GPUs that are then leased for AI computing operations. He compared the arrangement with financial structures that contributed to risks during the 2008 crisis. The criticism comes as Nvidia shares have continued to climb, with the stock up more than 2% Wednesday. Burry has also disclosed bearish exposure to Nvidia through put options, adding another element to his criticism of the company's AI investment strategy. View Comments

Nvidia CEO Jensen Huang Says 'First Time' That Chips Have Become An Investable Asset Class as BlackRock, Blackstone and Others Join $500 Billion AI Push

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Monday, Nvidia Corp. announced that it is teaming up with six of Wall Street's biggest asset managers to unlock more than $500 billion in financing for AI infrastructure. Jensen Huang argued that the company's chips have evolved into "revenue-generating assets.' Nvidia Wants AI Chips to Become a New Asset Class Nvidia signed memorandums of understanding with Apollo Global Management, BlackRock Inc., Blackstone Inc., Brookfield Asset Management, Goldman Sachs and KKR & Co. Inc. to create financing platforms for its customers. The initiative is designed to help hyperscalers, AI labs and enterprises finance data centers and Nvidia hardware through institutional credit, insurance capital and private investment rather than relying entirely on their own balance sheets. Don't Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast Huang said the push marks a major shift in how investors should view AI computing. "This is really the first time that technology chips have become an investable asset class," Huang told CNBC. "These are revenue-generating assets now. They're productive, they're long-lived, they're fungible, they're flexible." Jensen Huang Sees GPUs As Infrastructure Huang argued that Nvidia hardware can be financed much like traditional infrastructure because its chips are widely used and can be deployed across different customers and workloads. "Fundamentally, what's different about this industry and this way of doing computing is that the computer is now part of the infrastructure, like electricity, like the internet, and so you have to think about it like it's infrastructure," Huang told the publication. Trending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time Nvidia Q2 Earnings Outlook Gets Bullish Upgrade Nvidia is set to report its second-quarter results on Aug. 26. In a note published Monday, Bank of America analyst Vivek Arya reiterated Nvidia as a "top pick" and set a $350 price target, implying 56.3% upside from the stock's $223.96 price at the time. BofA expects Nvidia to post quarterly revenue of $94 billion to $95 billion, roughly $3 billion to $4 billion above the company's $91 billion guidance. The bank also projects third-quarter guidance of $107 billion to $108 billion, topping the consensus estimate of about $104 billion. Story Continues Nvidia reported first-quarter revenue of $81.615 billion in May, an 85% year-over-year increase that surpassed Wall Street's $78.796 billion estimate. Photo Courtesy: FotoField on Shutterstock.com Read Next: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier. Think you're saving enough for your kids? You might be dangerously off — see why Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Arrived Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly. Realberry Institutional-quality real

NVIDIA's $500B Funding Push: Can It Unlock More Revenue Growth?

NVIDIA Corporation NVDA is taking a major step to accelerate the AI infrastructure buildout by partnering with six leading financial institutions to create financing platforms that could mobilize more than $500 billion of third-party capital over time. The partnerships involve Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR. The initiative could become an important growth catalyst because financing has emerged as a key hurdle for customers seeking to build large AI factories. By connecting customers with long-term capital, NVIDIA aims to make it easier for AI labs, enterprises and AI cloud providers to expand computing capacity. This could translate into stronger demand for NVIDIA's graphics processing units (GPUs), networking products and software. The strategy also creates a potentially longer revenue runway. NVIDIA describes its compute as an asset that can remain useful across different customers and workloads, with its CUDA software ecosystem helping extend its economic life. This flexibility could make NVIDIA-based infrastructure more attractive to investors and operators financing large projects. The $500 billion figure represents capital that financing platforms aim to mobilize, not revenues or funding directly provided by NVIDIA. Still, if the initiative successfully lowers financing barriers, it could expand the number and scale of AI factories using NVIDIA technology. This would strengthen hardware demand while increasing software adoption, potentially supporting NVIDIA's long-term revenue growth. In the first quarter of fiscal 2027, NVIDIA's revenues surged 85% year over year to $81.62 billion. Management's expectations of $91 billion in revenues for the second quarter indicate year-over-year growth of approximately 95%. The Zacks Consensus Estimate for fiscal 2027 revenues is currently pegged at $387.93 billion, calling for a nearly 80% year-over-year increase. Could Rivals Challenge NVIDIA's AI Financing Edge? NVIDIA's financing strategy could widen its lead, but Advanced Micro Devices, Inc. AMD and Broadcom Inc. AVGO are building strong alternatives for customers investing in AI infrastructure. Advanced Micro Devices' Data Center business generated $6.72 billion in second-quarter 2026 revenues, up 107% year over year, driven by EPYC CPUs and Instinct GPUs. The company is also expanding large-scale partnerships, including a plan with Meta to deploy up to 6 gigawatts of Instinct GPUs. Advanced Micro Devices and Tata Consultancy Services are co-developing a 200MW deployment of the AMD "Helios" open rack-scale AI architecture in India. Story Continues Broadcom is taking a different route by focusing on custom AI accelerators and networking. Its approach allows large technology companies to build chips tailored to specific workloads, potentially reducing reliance on general-purpose GPUs. This could become important as AI infrastructure spending expands and customers look for multiple ways to finance and deploy computing capacity. In the second quarter of fiscal 2026, Broadcom's revenues soared 48% year over year to $22.19 billion. NVIDIA, however, has a notable advantage in the financing initiative. The recent collaboration with top financial institutions will potentially make NVIDIA-based AI factories easier to fund. Advanced Micro Devices and Broadcom can compete through alternative hardware and infrastructure solutions, but NVIDIA's combination of technology, CUDA software and access to large pools of capital could strengthen its position as AI spending enters another major investment cycle. NVIDIA's Price Performance, Valuation and Estimates Shares of NVIDIA have risen around 16.6% year to date, underperforming the Zacks Computer and Technology sector's gain of 17.7%. NVIDIA YTD Price Return PerformanceZacks Investment Research Image Source: Zacks Investment Research From a valuation standpoint, NVDA trades at a forward price-to-earnings ratio of 19.91, below the sector's average of 21.53. NVIDIA

Model Portfolios Have Become a Big Business. How Vanguard Plans to Win Marketshare.

The asset management giant unveiled customizable model portfolios to drum up more business with financial advisors, a key customer demographic. Continue Reading

The Best "Strong Buy" Momentum Stocks to Buy Now in August

Investors largely sat on their hands to start the week as headlines and social media posts about the U.S. and Iran provide constantly contradicting updates. The stock market dipped on Tuesday heading into the release of July CPI data on Wednesday. Still, Nvidia kicked off the week by making a splashy deal with Wall Street giants including Apollo Global Management, BlackRock, and Goldman Sachs to help raise $500 billion to fund the AI-infrastructure build-out, according to a Financial Times report. The half-trillion in new AI infrastructure spending is the latest bullish sign for an AI-driven Wall Street. Even if July inflation data comes in slightly hot, the bulls have already bought the dip on all things AI and taken the S&P 500 to new all-time highs and the Nasdaq within touching distance of its peaks. Therefore, investors likely want to keep buying stocks in the second half of 2026. Today we highlight how investors can find stocks that have already proven themselves to be winners in the 2026 market conditions. The momentum stocks this screen puts on your radar have also seen strong upward earnings revisions, earning them Zacks Rank #1 (Strong Buys). Let's dive into how investors can find the best "Strong Buy" momentum stocks to buy now in August. Screen Basics: Finding the Best Momentum Stocks to Buy The screen we are looking into today comes loaded with the Research Wizard. The screen helps investors dig through all of the Zacks Rank #1 (Strong Buy) stocks, of which there are over 200 at any given time, to find some of the top momentum names. The screen narrows down the list of Zacks Rank #1 (Strong Buy) stocksto those with upward price momentum that are also trading within 20% of their 52-week highs. The screen then uses the PEG ratio and the Price to Sales ratio to help make sure investors are getting value as well. The screen then makes your life a little easier and narrows it down to just seven stock picks. The screen basics are listed below… · Zacks Rank = #1 (Strong Buy) · Current Price/52-week High >= 0.8 · PEG Ratio: P/E F(1)/EPS Growth <= 1 · Price/Sales <= 3 · Percentage Change Price -12 Weeks = Top # 7 This strategy comes loaded with the Research Wizard and it is called bt_sow_momentum_method1 It can be found in the SoW (Screen of the Week) folder. The screen is simple, yet powerful. Here is one of the seven stocks that made it through this week's screen… Buy Skyrocketing Oilfield Services Stock NESR for Huge Earnings Growth? Story Continues National Energy Services Reunited NESRis an oilfield services company operating around the Middle East and North Africa. NESR helps oil and gas companies "unlock the full potential of their reservoirs" through production services such as hydraulic fracturing, cementing, coiled tubing, filtration, pumping and nitrogen services and beyond. On top of that, NESR helps its customers "access their reservoirs in a smarter and faster manner" by providing drilling and evaluation services, including drilling downhole tools, fishing tools, testing services, rig services, and more. In short, NESR supplies the equipment and expertise that keep oil and gas production flowing in key energy markets.Zacks Investment Research Image Source: Zacks Investment Research The company's revenue soared 59% in Q2 2026 and its grew its adjusted earnings by 109% YoY to $0.44 a share, crushing our estimate by 26%. National Energy Services Reunited has crushed our bottom-line estimates for the four straight quarters, with its upward EPS revisions earning it a Zacks Rank #1 (Strong Buy). NESR is projected to grow its EPS by 112% in 2026 and follow that up with another 49% growth next year. It is projected to expand its revenue by 47% YoY in FY26 and 23% next year.Zacks Investment Research Image Source: Zacks Investment Research The oilfield services stock has skyrocketed 420% in the past year to break out miles above its previous 2021 highs. Wall Street loves National Energy Services Reunited stock, with al

Greystone Housing Impact Investors LP (GHI) (Q2 2026) Earnings Call Highlights: Strategic ...

This article first appeared on GuruFocus. Release Date: August 11, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Greystone Housing Impact Investors LP (NYSE:GHI) is actively executing a strategic portfolio repositioning, exiting market-rate JV equity investments to reinvest in tax-exempt mortgage revenue bonds, which are expected to provide more stable, long-term tax-advantaged earnings. The partnership maintains a strong liquidity position with $30.9 million in unrestricted cash and $34.2 million available on its secured lines of credit, positioning it well to meet future funding commitments. GHI's debt investment portfolio performed steadily, with all mortgage revenue bonds and governmental issuer loans current on principal and interest payments as of June 30, 2026. The partnership successfully originated and transferred $95.9 million in new investment commitments to its construction lending joint venture with BlackRock, demonstrating its ongoing ability to source and execute affordable housing debt investments. GHI is largely hedged against interest rate fluctuations, with 85% of its debt financing structured to insulate net returns from changes in short-term rates, and the remaining unhedged exposure is expected to be short-term as related investments mature by December 2026. The refinancing of three Vantage properties in Texas strengthened their financial position and released GHI from limited guarantee agreements, providing increased flexibility for potential asset sales. Negative Points Greystone Housing Impact Investors LP (NYSE:GHI) reported a GAAP net loss of $1.5 million for Q2 2026, driven primarily by a $3.2 million proportionate share of losses from non-Vantage JV equity investments, including depreciation and operating expenses. The partnership's unit price trades at a significant 49% discount to its net book value per unit, reflecting market concerns and potentially limiting access to cost-effective capital. Physical occupancy for the stabilized mortgage revenue bond portfolio was relatively low at 85.8%, with Texas properties experiencing higher vacancies due to increased multi-family supply, which may pressure rental income. The portfolio repositioning is still in its early stages, with no JV equity investment sales reported since Q2 2025, delaying the expected redeployment of capital into higher-yielding tax-exempt investments. The four South Carolina properties acquired via deed-in-lieu of foreclosure are still in the process of repositioning, with ongoing tenant turnover and potential capital improvement needs, making it difficult to project a timeline for full economic performance. The partnership faces ongoing challenges in the low-income housing tax credit market, including demand and pricing issues, which could impact the execution and profitability of new affordable housing investments. Story Continues Q & A Highlights Warning! GuruFocus has detected 3 Warning Signs with GHI. Is GHI fairly valued? Test your thesis with our free DCF calculator. Q: With the portfolio rotation well underway, what inning would you say we're in along this path, and has the timeline extended due to those refinancing transactions? A: Ken Rogozinski, CEO, stated that the partnership is still very early in the ballgame, noting that no joint venture equity investment sales have been reported since Q2 of last year. He emphasized that very little capital has been recycled from JV equity investments into traditional tax-exempt mortgage revenue bond investments so far, and the true redeployment will only be visible once the JV equity exits are implemented. Q: Is the construction lending JV with BlackRock becoming the primary origination vehicle, and is there potential for that JV to grow in size? A: Ken Rogozinski, CEO, confirmed a shift in the construction lending business, noting that new GIL investments are now being transferred to the off-balance-sheet

Nvidia Stock Wavers As Chipmaker Rounds Up Funding For AI Buildout

Nvidia stock wavered on news that the company has rounded up more than $500 billion in third-party capital for AI projects. Continue Reading

Nvidia’s Show of Financial Force Soothes Jittery Credit Markets

(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 Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI China Unleashes $28 Trillion Capital Markets to Challenge US in AI Nvidia Taps Wall Street for $500 Billion Funding Commitment Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 Pakistan Says Deal Is Close Even as Iran, US Harden Stances While the news heartened AI evangelists, it fueled fresh worries in credit markets that the chipmaker was inflating an AI asset bubble with circular financing — loans to customers that will bring more sales for Nvidia now, but potential pain later if those customers fail. In less than three weeks, a gauge of Nvidia's credit risk nearly doubled. On Monday, Nvidia Chief Executive Officer Jensen Huang said he'd enlisted some of the biggest names in finance to reassure investors. The pitch: outside money, sophisticated eyes on deals and Wall Street's stamp of approval. Nvidia cited a coalition of six major investment firms including BlackRock Inc. and Goldman Sachs Group Inc. that are lining up more than $500 billion to help fund the AI build-out. The group will independently judge individual deals and their own participation level, while Nvidia's contribution will be relatively limited, and only factor into some deals. There were early signs of relief. On Tuesday, the cost of protecting Nvidia's debt against default dropped and the company's bonds rallied, with risk premiums over Treasuries dropping back to where they were last week. The commitment from some of Wall Street's biggest firms "is a positive development to take out some of the uncertainty about both infrastructure build-out and customers' future spending," said Brett Kozlowski, portfolio manager at GW&K Investment Management in an interview. Surging Derivatives Nvidia is a key player in the $5.5 trillion global race to profit from artificial intelligence. Its powerful computer chips were originally designed for graphics and can perform multiple tasks simultaneously, making the latest generations useful for data centers. Demand for its chips has helped make Nvidia the most valuable publicly traded company in the world, with its market valuation topping $5.2 trillion. But investors have grown concerned about whether the company's customers were too reliant on Nvidia's financial support to pay for chips and data centers that have grown ever-more expensive in recent years. Story Continues In late July, Bloomberg reported that Nvidia was in talks to backstop as much as $250 billion to help OpenAI lease computing power from an Ohio data center hub that a SoftBank Group Corp. unit is developing. It would be among the chipmaker's biggest financing deals with a customer. Nvidia was also in discussions to finance $350 billion of OpenAI's purchases of its chips for the project, people familiar with the situation said at the time. Nvidia also announced a partnership with SK Group that would build more than 2 gigawatts of data centers on the Korean peninsula, part of a tie up with the South Korean business group worth more than half a trillion dollars. That sum is mostly future purchases of memory chips by Nvidia from SK Hynix, Huang later clarified. The latest $500 billion of outside capital isn't tied to the SK deal, Nvidia said. Money managers fretted that the company was taking on what amounted to circular financings: deals that might boost sales now by lending money to data-center customers so they can buy Nvidia chips — but with potential for losses later on if the AI infrastructure they build doesn't make enough money. Those fears showed up in the market for credit derivatives, where investors can buy a form of insurance that pays out if a company defaults on it

Financial Giants Jump Amid Nvidia AI Funding Deal; 1 Eyes Breakout

Nvidia will work with six leading investment companies, including Apollo Global Management, to secure massive new funding for artificial intelligence infrastructure. APO stock jumped near a buy point on Tuesday, extending Monday's rally along with the other financial stocks. Continue Reading

Does NVIDIA's $500B AI Push Open a New Opportunity for Financial ETFs?

Nvidia NVDA announced on Monday that it had entered into memorandums of understanding with Apollo Global Management APO, BlackRock BLK, Blackstone BX, Brookfield BAM, Goldman Sachs GS and KKR KKR to establish financing platforms aimed at supporting its customers, as quoted on CNBC. The chipmaker is advancing its effort to turn AI computing into a new asset class for Wall Street, collaborating with major asset managers on a $500 billion financing push. The initiative seeks to make AI compute infrastructure akin to commercial real estate, toll roads and other assets that can be financed against. As quoted on the abovementioned article, the NVIDIA initiative could unlock more than $500 billion in third-party capital for AI infrastructure, helping hyperscalers, frontier AI labs and enterprises expand data-center capacity and purchase NVIDIA hardware. By connecting its customers with institutional credit, insurance funds and private capital, NVDA is helping shift some of the funding burden away from their balance sheets. Speaking with CNBC, Jensen Huang, NVIDIA's founder and CEO, stated that AI computing is emerging as a new investable asset class, as quoted on the abovementioned article. Huang contended that NVDA's widely adopted and transferable hardware enables lenders to underwrite AI computing as a durable, revenue-generating asset with a long useful life. The chipmaker's efforts seek to turn AI computing capacity into a long-term, financeable asset. However, skeptics remain. How Asset Managers Fit Into the AI Financing Push The AI narrative is increasingly expanding beyond technology to the financing of the infrastructure behind it. NVIDIA's latest financing push highlights the growing role of financial institutions in funding the infrastructure needed to support AI's rapid expansion. The ETFs mentioned below could offer investors exposure to companies positioned to benefit from the broader AI financing boom. Potential beneficiaries include lenders benefiting from growing credit demand, asset managers collecting fees on rising capital deployment, private-credit firms financing AI infrastructure and investment banks and capital-markets firms supporting the financing and structuring of these projects. Huang believes the next phase of AI infrastructure financing will be driven by Wall Street rather than corporate balance sheets, with leading financial institutions playing a central role in funding the industry's expansion, as quoted on another CNBC article. As per the previously mentioned CNBC article, alternative asset managers have been increasingly deploying capital into digital infrastructure, using institutional and insurance capital to finance these projects. Firms like Apollo and Blackstone have already helped finance companies like Anthropic through debt and equity arrangements. Story Continues Larry Fink, BlackRock's CEO, along with executives at Wall Street firms like Blackstone's President Jon Gray and Goldman Sachs's CEO David Solomon, on Monday, stated that AI compute is emerging as a critical asset class that could drive the next phase of global economic expansion. According to Blackstone's Gray, as quoted on the previously mentioned CNBC article, AI compute could eventually be treated as a "financeable asset class," with lenders financing computing infrastructure much as mortgage lenders finance homes. Additionally, BlackRock's Fink described the initiative as the beginning of a "next future for financial engineering," drawing a comparison to the development of mortgage-backed securities in the 1970s. While some funds have already been raised, Fink said BlackRock plans to raise substantially more capital going forward. However, it is important to note that the immediate benefit from NVIDIA's announcement is likely to be concentrated among the financial firms directly involved in the initiative, rather than representing a broad-based tailwind for the entire financial sector. Broader financial companies could benefi

Nvidia Taps Wall Street for $500 Billion Funding Commitment

US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure. Bloomberg's Ed Ludlow joins to discuss this as well as Intel raised $20 billion in an upsized share sale, a third more than it was targeting when it announced the deal Monday morning. View Comments

Nvidia Credit Risk Eases After CEO Clarifies $500 Billion Plan

(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 Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI China Unleashes $28 Trillion Capital Markets to Challenge US in AI Nvidia Taps Wall Street for $500 Billion Funding Commitment Trump Makes Sweeping New Demands on Iran as Deal Hopes Dim Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 The yields on Nvidia's 5.625% bonds that mature in 2056 slipped to 113 basis points above comparable Treasuries, a decline of 2 basis points. At the same time, the price of five-year credit default swaps narrowed as much as 5 basis points to 72.11 basis points a year, according to ICE Data Services. The movements show an easing in Wall Street's worries about the financing plan, which underscored how dependent the chipmaker has been on the debt-fueled investment spending of the tech companies that are racing to dominate the AI business. Reports on the funding plan, as well as the initial announcement late Monday, offered few details on its timing and structure, leaving investors scrambling to understand its potential impact on Nvidia, according to traders and money managers. "Nobody knew what the $500 billion potential financing meant," said Sal Naro, chief investment officer of Coherence Credit Strategies. "Today you have an idea that they're getting everybody involved and that their exposure isn't as serious as investors originally feared." In a post on X, Nvidia Chief Executive Officer Jensen Huang said the company's support would extend to "up to 25% of an opportunity, assessed carefully on a project-by-project basis." He said "that support is limited, residual-value based and designed to complement — not replace — independent underwriting." That clarification eliminated some of the uncertainty associated with the plan, which also involves Apollo Global Management Inc., Blackstone Inc., BlackRock Inc., Brookfield Asset Management, Goldman Sachs Group Inc. and KKR & Co. The chipmaker is among tech giants tapping the US investment-grade market at an unprecedented pace to finance AI initiatives, which has fanned periodic fears about the outlook for the company's sales if the big tech companies eventually scale back the scope of their spending. Nvidia has already signed large chip-and-investment deals with several AI companies, raising concerns that such circular agreements are inflating demand for its chips and corporate valuations across the industry. Story Continues Most Read from Bloomberg Businessweek Supercharged by Social Media, the GLP-1 Boom Is Warping Teen Psyches Lululemon Is At War With Itself Canada Stares Down 'Quebexit' Risk ICE Arrests Are Pushing Immigrant Families Deeper Into Poverty With EV Sales Slowing, Hybrid Cars Are Hot Again ©2026 Bloomberg L.P. View Comments

NVIDIA Stock Rises as $500 Billion AI Financing Machine Takes Shape

This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the undisputed heavyweight of AI computing, rose roughly 1.3% Tuesday after dropping a monster number on the market: more than $500 billion of potential third-party capital for AI infrastructure. Apollo (NYSE:APO), BlackRock, Blackstone (NYSE:BX), Brookfield, Goldman Sachs (NYSE:GS) and KKR (NYSE:KKR) signed memorandums of understanding to build independent financing platforms around NVIDIA's ecosystem. The message is hard to miss. AI demand may be booming, but somebody still has to finance the factories of compute needed to feed it. NVIDIA wants Wall Street's deepest pockets helping write those checks. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. That could be a powerful unlock. Instead of relying mainly on hyperscalers with fortress balance sheets, NVIDIA could open the door wider to AI labs, cloud operators and enterprises that want massive computing capacity but cannotor simply do not want tofund everything themselves. But investors should put a giant asterisk next to that $500 billion headline. This is capital the platforms aim to mobilize, not $500 billion of NVIDIA revenue, orders or guaranteed spending. The money still has to be raised. Projects still have to get financed. Data centers still have to be built. And NVIDIA hardware still has to win its share of those budgets. The opportunity is huge. The conversion into actual revenue is what counts.NVIDIA Stock Rises as $500 Billion AI Financing Machine Takes Shape·us.finance.gurufocus That is where NVIDIA's 96 out of 100 GF Score makes the story even more interesting. The radar chart is almost screaming strength: profitability and growth sit near the top, financial strength is impressive and momentum remains healthy. Then there is the obvious soft spotGF Value. In other words, the business looks like a machine, but the stock price already demands plenty from that machine. Tuesday's rebound after Monday's 2.9% slide shows exactly what investors are wrestling with. Another gigantic AI opportunity is exciting. But at NVIDIA's valuation, giant promises are not enough. The $500 billion headline gets attention; turning that capital into GPUs, systems, cash flow and durable returns is what can keep the stock moving. View Comments

Nvidia's $500 Billion AI Infrastructure Investment May Ease Circular Financing Concerns, Morgan Stanley Says

Nvidia (NVDA) is mobilizing up to $500 billion to fund artificial intelligence infrastructure, with limited co-investment support, while addressing circular financing concerns, Morgan Stanley said in a note Tuesday. The company said Monday it is collaborating with Apollo (APO), Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now