Nvidia is partnering with global financial firms including BlackRock and Goldman Sachs to attract over 500 billion dollars (approximately 700 trillion won) in private capital into the AI infrastructure market. The plan aims to transform AI computing, including GPUs (graphics processing units), into investable infrastructure assets within financial markets, accelerating the construction of AI factories. A favorable investment environment is expected for Naver (NAVER), which is also pursuing large-scale AI factory construction alongside Nvidia and Brookfield.
On the 11th, Nvidia announced it has signed strategic partnerships with six global financial firms—Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR—to establish an independent "computing finance platform." These parties have signed memorandums of understanding (MOUs) and plan to raise over 500 billion dollars in third-party capital over the long term. The core objective is to create a dedicated funding source for AI infrastructure, enabling Nvidia's customers to secure large-scale capital under competitive conditions.
AI data centers require massive initial investments not only in GPUs but also in land, power supply, and cooling facilities. In response, Nvidia has presented AI computing as an "investable asset" that generates long-term returns, similar to data centers or power plants. The company believes AI factories can provide computing services and generate continuous revenue based on usage levels. Jensen Huang, CEO of Nvidia, stated, "We started by making chips, but now we are contributing to building new, productive, and investable infrastructure—AI factories," adding, "In AI, computing equals revenue."
The establishment of this financial platform is expected to create a favorable environment for Naver, which is advancing large-scale AI factory construction alongside Nvidia and Brookfield. Naver plans to expand its AI infrastructure from operating a 55MW (megawatt) class AI data center in the first half of 2027 to 200MW by 2028, with long-term expansion up to GW (gigawatt) capacity.
Brookfield serves as the connecting link between both parties. Naver is pursuing a plan to secure approximately 9 billion dollars (about 12 trillion 771 billion won) needed for AI factory construction by forming a special purpose vehicle (SPV) with Brookfield. The structure involves Nvidia providing equipment and ecosystems, capital partners participating in infrastructure investment, and Naver managing platform operations and customer services.
Brookfield will also participate in this Nvidia financial platform. However, it remains unclear whether the 9th billion dollars that Naver aims to secure will be directly included in the 500th billion dollar-scale financial platform. Nevertheless, if Nvidia establishes a dedicated funding system for AI infrastructure with financial firms, companies within Nvidia's ecosystem, including Naver, are likely to have broader options for capital raising.
Naver's strategy goes beyond simple GPU rental; it aims to enhance profitability by combining GPU computing with cloud and AI model operation services. Similarly, if Nvidia reduces initial investment burdens for clients through financial capital, it can accelerate the construction of AI factories, GPU sales, and expansion of software ecosystems such as CUDA. This marks a shift in Nvidia's role from merely a semiconductor supplier to becoming a central hub connecting technology, customers, and financial capital within the AI infrastructure ecosystem.
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