- Blue Owl funds led a $2.4 billion Iren debt deal comprising a $1.2 billion senior-secured term loan and $1.2 billion of senior-secured notes for staged GPU purchases.
- Nvidia partnered with Apollo Global, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR on financing platforms targeting more than $500 billion of AI infrastructure capital, including up to $125 billion of Nvidia backstop capacity.
- CoreWeave’s contract to rent Nvidia A100 GPUs through 2029 and analyst commentary support a longer hardware life spanning training, inference and enterprise workloads.
Quotes
“We are helping create a new class of productive, investable infrastructure: AI factories”