Nvidia is in talks to facilitate a potential $500 billion investment in AI chip, power, and data centre infrastructure, signalling a significant shift towards financing AI as a vital industrial asset with major private sector backing.
Nvidia is deepening its push into artificial intelligence infrastructure financing as it explores a package that could channel about $500 billion into chips, power systems, networking gear and data-centre build-outs, according to the Financial Times and Reuters. The talks involve some of the biggest names in private capital, including Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs and KKR, underscoring how far the sector has moved beyond chip sales alone.
The effort reflects the scale of money now being committed to AI computing capacity. Major technology groups are still spending heavily on the servers, energy and cooling systems needed to run advanced models, and Goldman Sachs has said global investment in AI infrastructure could exceed $1 trillion in 2026. Nvidia’s latest financing discussions therefore sit at the centre of a broader race to secure physical capacity for AI workloads, not just semiconductors.
Reuters reported that Nvidia stock fell 2.86% on Monday to $217.55 before recovering 0.91% in after-hours trading to $219.53. The share move came as investors weighed the significance of the financing talks, which could give Nvidia a larger role in shaping the economics of AI build-outs worldwide.
The company has already moved into capital markets this year. In June, it outlined plans for a $25 billion US bond issue, a sign that rising infrastructure commitments are putting pressure on even the industry’s most profitable companies to broaden their funding tools. The proposed Wall Street-backed package would take that strategy much further if the negotiations are completed.
Apollo has been especially active in AI-related infrastructure finance. Its recent transactions include a $3.5 billion capital solution linked to a data-centre compute deal for xAI, while Apollo and Blackstone also backed Broadcom’s AI XPV platform, designed to support more than 20 gigawatts of compute capacity. BlackRock’s Global Infrastructure Partners has also been active in the sector through its participation in the acquisition of Aligned Data Centers. Together, those moves show that AI infrastructure is increasingly being financed like a new industrial asset class.
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