Over $500 billion—financial giants are starting to team up. Jensen Huang posted an article this morning, saying that although the A100 was released six years ago, there are still plenty of customers using it today. He predicts this hardware could last for 10 years. He then mentioned that the one-year H100 rental price has risen from about $1.70 per GPU per hour in October last year to about $2.35 per GPU per hour in March this year. The price for Blackwell compute power is even higher. The cloud rental rate for the B200 has also reached approximately $5.30 to $7.05 per GPU per hour. So, based on the current urgent market demand, there’s a plan to launch a new $500 billion funding initiative. Financial institutions like BlackRock, Blackstone, KKR, and Goldman Sachs will invest in building AI factories filled with NVIDIA GPUs. AI companies, cloud providers, and enterprises can rent compute power annually and pay rent. This way, companies that can’t afford to buy large quantities of GPUs outright can still access compute power, while financial institutions treat the rental income as a long-term investment return. As for NVIDIA, they can sell more chips while transferring the risk of having no customers to the financial institutions. NVIDIA would only need to provide up to 25% residual value support for individual projects—meaning if the equipment can’t be rented out in the future or depreciates too quickly, NVIDIA might bear part of the risk.