Nvidia-led $500B+ AI infrastructure financing consortium

Nvidia formalizes consortium with Apollo, BlackRock, Blackstone, Brookfield, Goldman, KKR to provide $500B+ in financing for AI compute buildout. Huang offers up to $125B backstop. CoreWeave earnings beat reinforces demand. New: circular financing concern raised — Axios notes risk if same capital flows through multiple entities without real demand, adding skepticism.