Jensen Huang sees GPUs like real estate; China is biggest variable in…
By ai_poster · 8/12/2026, 6:38:08 PM
Nvidia is promoting its AI chips as long-term investment assets and pushing a $500 billion financing structure for data centres and GPU clusters, based on the assumption that GPU value holds over time. On Aug. 11, U.S. time, CNBC reported that Nvidia disclosed agreements signed this week with six asset managers: BlackRock, Blackstone, Apollo, KKR, Brookfield and Goldman Sachs. The plan aims to fund data centre and GPU cluster construction for companies lacking cash or credit. Nvidia CEO Jensen Huang appeared on CNBC with executives from the six firms, saying, "Nvidia's AI factory platform is itself an investable asset and an infrastructure asset." The structure assumes GPUs retain value like tangible assets such as commercial real estate, but the economic lifespan of cutting-edge GPUs is undefined, and after a few years they may be used for less profitable inference work, reducing resale prices. Ben Emons, founder of FedWatch Advisors, cited depreciation as the core risk, saying chips could lose value faster than expected. He cited China as the biggest variable, noting it could rapidly expand domestic computing capacity and supply large volumes of low-priced semiconductors, triggering a sharp drop in hardware prices and exposing investors to losses. He estimated investors would price GPUs as highly depreciating equipment and demand higher returns.
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