Nvidia's quasi-bank model for AI infrastructure

Nvidia partners with Apollo, BlackRock, Blackstone, Brookfield, Goldman, KKR to deploy $500B+ into AI infrastructure via independent financing platforms. This turns Nvidia into a quasi-bank and lowers compute barriers for startups, potentially reshaping early-stage capital flows. Semiconductor giants, led by Nvidia (59 deals this year), are actively backing startups, reinforcing this trend. Nvidia recently struck a $7B licensing+investment deal with AI coding startup Poolside, signaling alternative M&A strategies. Starcloud's $250M round also includes Nvidia participation. Developing as details of the platforms emerge.