Nvidia announced partnerships this week with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to build financing platforms aiming to mobilize more than $500 billion for AI infrastructure, with cash coming largely from “third-party investors” rather than Nvidia’s own balance sheet. CEO Jensen Huang framed AI compute as “productive infrastructure,” offering residual-value support of up to 25% on some deals. Morgan Stanley and Bank of America called Nvidia’s chips unusually financeable, but Stratechery’s Ben Thompson warned it’s “a completely new nerve-racking thing to bring safety-seeking assets to bear” on GPUs. Separately, Apple hired Nate Gatten, American Airlines' head of government affairs since 2017, as its new vice president of government affairs starting Aug. 31, reporting directly to Tim Cook. The hire comes weeks before Cook hands the CEO title to hardware chief John Ternus in September. Sergey Brin has reportedly spent months pushing Google DeepMind staff to move faster on Gemini, as Anthropic pulled ahead with its Claude Mythos preview. Google allegedly delayed its next flagship Gemini by two months after internal testing showed coding lagged rivals. Last week's shakeup gave day-to-day authority from DeepMind chief Demis Hassabis to deputy Koray Kavukcuoglu, who now has final say on major decisions and reports to CEO Sundar Pichai.