Story thread · 2 reports / 2 sources

Viewpoint: If AI Compute Is an Investable Asset, AI Agency Must Become Insurable

insurancejournal.com · 2hShare

NVIDIA has just made an argument that should matter far beyond the semiconductor industry. In a recent post, the company described AI-factory compute as an emerging investable infrastructure asset, supported by financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs …

First report: Nvidia’s new financial strategy does not compute — theverge.com, 1d