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Nvidia Backstops $500B AI Data Center Financing, Betting on a Secondhand GPU Market

Nvidia announced that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR are prepared to commit up to $500 billion toward AI data centers, with Nvidia guaranteeing up to 25% of any shortfall if GPUs pledge...

Risk: [+0.03 pp] [1 day sooner]
AGI: [+0.02 pp] [1 day sooner]
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