Nvidia's $500B AI data centre financing deal rests on unsigned MOUs and unresolved GPU valuations

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Nvidia announced on 10 August 2026 that it is partnering with six major capital managers — Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR — to mobilise over $500 billion in third-party funding for AI data centres. The agreements are currently memorandums of understanding, meaning neither side is legally bound, and Nvidia's own release notes they remain subject to final agreements with no timeline attached. The financing structure relies on special-purpose entities that issue bonds to purchase GPUs, which are then leased to customers and used as collateral, with the premise that the hardware can be redeployed across tenants if one fails. Widely cited reports that Nvidia would guarantee 25% of chip residual values are not supported by the official press release; that figure came separately from CEO Jensen Huang's own commentary on X. A central unresolved question is GPU depreciation: Huang argues useful life approaches a decade, while investor Michael Burry contends real economic life is closer to two or three years, putting the deal's collateral assumptions under scrutiny.

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