Nvidia’s $500B AI Financing Platform Stalls Under New Leadership
TechCrunch AI, citing The Wall Street Journal, reports that interim CEO Colette Kress questioned Nvidia’s credit-backed data center deals and scaled back an earlier commitment to OpenAI’s Ohio project. 36氪 reports that Nvidia’s reported $500 billion AI financing platform has yet to close a transaction, with preliminary agreements with six asset managers still unsigned and partners seeking higher backstop coverage than Nvidia’s proposed 25% per deal.
The reports highlight a material change in Nvidia’s AI infrastructure financing strategy following Jensen Huang’s departure, with existing commitments reportedly expected to stand but future deals facing greater uncertainty.
近年来，AI热潮背后一直站着一位“最后贷款人”，他卖芯片，也开支票。如今，那个穿皮衣的人离开了“AI央行”英伟达，支票簿临时交到了一位曾被他称作“车灯前的小鹿”的财务官手中。
过去几年，英伟达一边卖芯片，一边向AI产业链各环节大举投资。截至今年7月26日，其股权投资的账面价值达990亿美元，投资对象涵盖AI实验室、新兴云服务商、客户和上游供应商。
其中对OpenAI的300亿美元投资规模最大。此外，英伟达还达成了约200亿美元的Groq授权交易，并拟以129亿美元收购AI开源平台Hugging Face。不少被投企业转身又成了英伟达芯片的买家，因此英伟达也被称为“AI央行”。
#Nvidia#Colette Kress#Jensen Huang#OpenAI#Groq#Hugging Face#Broadcom#AMD#Anthropic#Google#CoreWeave#Firmus