Goldman’s baseline puts AI compute capex at ~$5.1T from 2026 through 2031. And NVIDIA just signed MOUs with Apollo, BlackRock, Blackstone, Brookfield, Goldman and KKR to develop financing platforms targeting $500B+ in third-party capital. Goldman even wants to create a credit market backed by NVIDIA compute. Compute is basically infrastructure now, the kind Wall Street wants to lend against.

Goldman’s baseline puts AI compute capex at ~$5.1T from 2026 through 2031. And NVIDIA just signed MOUs with Apollo, BlackRock, Blackstone, Brookfield, Goldman and KKR to develop financing platforms targeting $500B+ in third-party capital. Goldman even wants to create a credit market backed by NVIDIA compute. Compute is basically infrastructure now, the kind Wall Street wants to lend against.

Source:https://x.com/falconfinance/status/2087374801048687074