Nvidia CEO Jensen Huang and Meta Platforms leader Mark Zuckerberg have outlined key parts of their vision for the next stage of the AI revolution, as the boom stretches financial and political limits. On Wall Street, reactions to recent Big Tech earnings showed shareholders were wary of an eye-watering $2.7 trillion in long-term spending commitments. The corporate bond market is feeling the strain as lenders demand higher yields to fund AI projects. To ease the financing bottleneck, Nvidia has made investments across the AI ecosystem, but its balance sheet has limits. The chip maker has now partnered with Wall Street firms to make $500 billion in capital available for its customers. Huang hopes to essentially turn AI infrastructure into its own asset class.