Nvidia CEO Jensen Huang told Deirdre Bosa that Wall Street is increasingly recognizing the residual value of Nvidia's compute, which could be used to backstop the debt for building data centers. He said the company's systems are widely used, deliver strong performance and are software programmable, so they stay productive for a long time. In August, Nvidia signed memoranda of understanding with six financial institutions, including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR, to assemble a $500 billion funding pool for data center infrastructure. Nvidia points to its 6-year-old Ampere chips still drawing customer demand, and Huang said what used to be a four-year life cycle is now probably eight years or more, which could support loans secured against the chips.
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▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/20/2026 | 216.48 |
| Change that session | -0.28% |
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