NVIDIA published a detailed case on August 12, 2026 for treating its AI factory compute as an investable infrastructure asset class, two days after signing memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish independent financing platforms designed to mobilize more than $500 billion of third-party capital for AI infrastructure. The blog post is NVIDIA’s fullest articulation yet of the economics underneath those partnerships: why the…