Nvidia CEO Jensen Huang Says 'First Time' That Chips Have Become An Investable Asset Class as BlackRock, Blackstone and Others Join $500 Billion AI Push

Ananya Gairola

Wed, August 12, 2026 at 6:31 PM GMT+3 5 min read

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.

On Monday, Nvidia Corp. announced that it is teaming up with six of Wall Street's biggest asset managers to unlock more than $500 billion in financing for AI infrastructure. Jensen Huang argued that the company's chips have evolved into "revenue-generating assets.'

Nvidia Wants AI Chips to Become a New Asset Class

Nvidia signed memorandums of understanding with Apollo Global Management, BlackRock Inc., Blackstone Inc., Brookfield Asset Management, Goldman Sachs and KKR & Co. Inc. to create financing platforms for its customers.

The initiative is designed to help hyperscalers, AI labs and enterprises finance data centers and Nvidia hardware through institutional credit, insurance capital and private investment rather than relying entirely on their own balance sheets.

Don't Miss:

A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why
Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast

Huang said the push marks a major shift in how investors should view AI computing.

"This is really the first time that technology chips have become an investable asset class," Huang told CNBC. "These are revenue-generating assets now. They're productive, they're long-lived, they're fungible, they're flexible."

Jensen Huang Sees GPUs As Infrastructure

Huang argued that Nvidia hardware can be financed much like traditional infrastructure because its chips are widely used and can be deployed across different customers and workloads.

"Fundamentally, what's different about this industry and this way of doing computing is that the computer is now part of the infrastructure, like electricity, like the internet, and so you have to think about it like it's infrastructure," Huang told the publication.

Nvidia Q2 Earnings Outlook Gets Bullish Upgrade

Nvidia is set to report its second-quarter results on Aug. 26.

In a note published Monday, Bank of America analyst Vivek Arya reiterated Nvidia as a "top pick" and set a $350 price target, implying 56.3% upside from the stock's $223.96 price at the time.

BofA expects Nvidia to post quarterly revenue of $94 billion to $95 billion, roughly $3 billion to $4 billion above the company's $91 billion guidance.

The bank also projects third-quarter guidance of $107 billion to $108 billion, topping the consensus estimate of about $104 billion.

Nvidia reported first-quarter revenue of $81.615 billion in May, an 85% year-over-year increase that surpassed Wall Street's $78.796 billion estimate.

Photo Courtesy: FotoField on Shutterstock.com

Read Next:

Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier.
Think you're saving enough for your kids? You might be dangerously off — see why

Building Wealth Across More Than Just the Market

Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry.

Arrived

Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly.

Realberry

Institutional-quality real estate has traditionally been difficult for individual investors to access. Realberry gives accredited investors direct access to private real estate opportunities backed by a team with 35 years of experience, $3.4 billion in assets under management, and $481 million in cumulative distributions paid to investors as of Q4 2025, according to the company. With a portfolio spanning 13 million square feet across seven U.S. states, Realberry focuses on acquiring, developing, and managing real estate with an emphasis on long-term value creation while its principals often invest alongside clients to help align interests.

FarmTogether

Farmland has historically held its value through market volatility and delivered returns uncorrelated to stocks and bonds. For accredited investors, FarmTogether offers direct access to high-quality U.S. farmland starting at $15,000 — fully managed, with no landlord headaches.

Immersed

Immersed is building technology for the future of work through spatial computing. Known for its AR/VR productivity platform that enables users to work across multiple virtual screens, the company has grown to more than 1.5 million users worldwide. Immersed is also developing Visor, a lightweight headset designed specifically for professional productivity, positioning the company at the intersection of remote work, extended reality (XR), and next-generation computing.

Fundrise

Private real estate and private credit can add income and stability to a stock-heavy portfolio. Fundrise offers access to diversified private real estate and credit strategies through an easy-to-use platform, with professionally managed portfolios designed to generate passive income and long-term growth.

Mode Mobile

Mode Mobile is changing the way people interact with their phones by letting users earn money from the same apps and activities they already use every day. Instead of platforms keeping all the advertising revenue, Mode Mobile shares a portion back with users who engage with content, play games, and scroll on their devices. Named one of Deloitte's fastest-growing software companies in North America, the company has built a large beta user base and is scaling a model that turns everyday smartphone usage into a potential income stream.

EquityMultiple

For accredited investors looking beyond stocks and bonds, EquityMultiple provides access to vetted commercial real estate deals starting at $5,000, with only ~5% of opportunities passing their due diligence process.