By Hugh Son
Publication Date: 2026-08-11 21:01:00
Nvidia CEO Jensen Huang speaks to members of media outside a restaurant in the Hongdae district of Seoul, South Korea, June 5, 2026.
SeongJoon Cho | Bloomberg | Getty Images
Jensen Huang built the world’s most valuable company by pioneering the specialized computer chips behind the artificial intelligence boom.
To keep his vision for the future within reach, the Nvidia founder is now attempting a different kind of engineering: convincing Wall Street investors that those chips are long-term financial assets akin to commercial real estate or toll roads.
His bet hinges on outpacing AI developments in China.
This week, Nvidia unveiled agreements with six of the world’s largest asset managers, BlackRock, Blackstone, Apollo, KKR, Brookfield and Goldman Sachs. The goal was to assemble a $500 billion pipeline to finance the construction of data centers and GPU clusters for companies that lack the credit rating or cash to buy millions of dollars of silicon outright.
Key to his plan, which Huang announced during a CNBC segment flanked by the leaders of all six Wall Street firms, is one crucial assumption: that Nvidia’s graphics processing units will hold their value over time, behaving more like traditional hard assets than fast-depreciating consumer electronics.
“Nvidia’s AI factory platform is really an investable asset, an infrastructure asset,” Huang said. “The reason for that is because it’s productive, it’s revenue generating, it is fungible, it’s used by just about every cloud…
