The AI boom has outgrown Big Tech's cash reserves. Jensen Huang's answer is a $500 billion financing pipeline that shifts the burden onto private credit...
European households have about 440 billion euro of exposure to US technology stocks, raising financial stability risks if AI-driven optimism reverses...
NVIDIA has struck partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to create "compute financing platforms" to fund AI boom...