2026年8月10日--NVIDIA 今日宣布與阿波羅全球管理(Apollo)、貝萊德集團(BlackRock)、黑石集團(Blackstone)、布魯克菲爾德(Brookfield)、高盛集團(Goldman Sachs)及 KKR 建立策略合作夥伴關係,共同打造獨立的運算融資平台,以逐步調動超過 5,000 億美元的第三方資本,用於建置人工智慧(AI)基礎設施。
隨著各國、政府、企業與新創公司致力推動創新、經濟成長與社會效益,對 AI 基礎設施的需求持續加速成長。NVIDIA 運算資源已成為值得投資的資產,不僅能提供最低的詞元成本、最高的收益,以及最長的使用壽命,更擁有以 NVIDIA CUDA 平台為基礎、由廣泛承購方所組成的豐富生態系。
NVIDIA 已與全球六家頂尖金融機構簽署合作備忘錄,旨在透過這些合作,建立首個全球規模的運算融資平台,以協助 NVIDIA 生態系建置 AI 基礎設施,其中包括領先的前沿 AI 實驗室、企業及 AI 雲端服務供應商。在這些策略合作關係下,NVIDIA 將與阿波羅全球管理、貝萊德集團、黑石集團、布魯克菲爾德、高盛集團及 KKR 合作,以具吸引力的融資條件,為 NVIDIA 客戶建立具相當規模的專屬資金池。
NVIDIA 創辦人暨執行長黃仁勳表示:「NVIDIA 已邁向一個重要里程碑。我們最初從打造晶片開始,如今正協助打造一種嶄新、具生產力且值得投資的基礎設施,也就是 AI 工廠。在 AI 時代,運算就是營收。NVIDIA 運算特別適合扮演這項角色。它獲得廣泛採用,可靈活支援各種模型與工作負載,能在不同客戶與營運商之間互換及移轉,並持續透過 CUDA 軟體升級,進一步隨時間延長使用壽命,同時提升其經濟效益。NVIDIA 擁有由全球開發者、客戶及承購方組成的深厚生態系支持。正因如此,我們正匯聚全球領先的長期資本供應商,共同獨立承作 AI 基礎設施融資。這些融資平台將協助客戶大規模取得稀缺的運算資源,並建置 DSX AI 工廠,在 AI 時代為各產業與國家提供動力。」
阿波羅全球管理總裁 Jim Zelter 表示:「現代運算已成為稀缺且肩負關鍵任務的資產類別,具備極具吸引力的投資特性,並可望推動顯著的長期經濟成長與生產力提升。NVIDIA 的專有技術生態系結合阿波羅全球管理靈活且長期的資本基礎,為支持下一階段 AI 基礎設施建置奠定堅實基礎,並成為更廣泛全球產業復興的一環。」
貝萊德集團董事長暨執行長 Larry Fink 表示:「AI 基礎設施建置將需要前所未有的投資,以及具備專業技能的勞動力,才能將這些投資轉化為有助於推動未來成長的基礎設施。這項合作將進一步深化我們與 NVIDIA 的關係,包括透過 AI 基礎設施合作夥伴計畫(AI Infrastructure Partnership)展開的合作,並結合 NVIDIA 在加速運算領域的領導地位,以及貝萊德集團將長期資本導入關鍵基礎設施的能力。我們可以共同協助提供企業成長與創造更多就業機會所需的運算能力,支持美國與全球經濟的持續成長,同時為客戶創造具吸引力的長期投資機會。」
黑石集團總裁暨營運長 Jon Gray 表示:「NVIDIA 透過高度聚焦客戶價值與全方位技術,為其運算服務創造龐大需求。我們持續在全球對 NVIDIA 生態系進行大規模投資,而此次宣布的合作也進一步展現我們對 NVIDIA 平台及 AI 基礎設施未來發展的信心。」
布魯克菲爾德執行長 Bruce Flatt 表示:「作為我們的策略合作夥伴,NVIDIA 正協助我們擴展 AI 工廠規模。我們很期待透過進一步合作,共同打造並資助全球 AI 的核心基礎設施。隨著 AI 在各產業加速普及,對大規模 AI 運算的需求顯著成長,運算正迅速成為不可或缺的基礎設施層,也是布魯克菲爾德 AI 基礎設施策略的核心支柱。」
高盛集團董事長暨執行長 David Solomon 表示:「我們正處於歷史性 AI 投資週期的關鍵時刻。NVIDIA 的全端平台需求強勁,並在全球建置浪潮中位居獨特的核心位置。我們在投資與資本配置方面所扮演的角色,體現了我們對 NVIDIA 領導地位的信心,也很期待把握這項全新機會,為這項以 NVIDIA 運算資產為擔保的信貸建立市場。」
KKR 共同執行長 Joe Bae 與 Scott Nuttall 表示:「運算已成為關鍵的基礎設施資產。隨著 KKR 將數位基礎設施的佈局規模持續擴大,我們體認到真正困難之處不在於抱負,而在於如何執行。正因如此,我們很高興能在既有基礎上進一步與 NVIDIA 策略合作。NVIDIA 是 Helix Digital Infrastructure 的創始投資人之一,我們將結合 NVIDIA 加速運算平台、KKR 的長期資本、基礎設施專業能力與資本市場實力,把日益成長的需求轉化為實際運算容量,並達到前所未有的規模。」
上述合作仍須待最終協議完成簽署後方可生效。
關於NVIDIA(輝達)
NVIDIA(輝達)為 AI 與加速運算領域的全球領導者。
關於Apollo
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of June 30, 2026, Apollo had approximately $1.05 trillion of assets under management. To learn more, please visit www.apollo.com.
關於BlackRock
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate
關於Blackstone
Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone’s over $1.3 trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries and hedge funds. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, X (Twitter), and Instagram.
關於Brookfield
Brookfield is a leading global investment firm with more than $1 trillion in assets under management. The firm owns and operates high-quality businesses and real assets that provide essential services and form the backbone of the global economy. Brookfield invests on behalf of institutions and individuals around the world across infrastructure, energy, private equity, real estate, and credit. With more than a century of operating experience and a global presence in over 30 countries, Brookfield deploys long-term capital to generate sustainable value for its clients and shareholders. Brookfield Corporation (NYSE: BN, TSX: BN) and Brookfield Asset Management (NYSE: BAM, TSX: BAM) are publicly traded in New York and Toronto.
關於高盛集團(Goldman Sachs)
Goldman Sachs is a leading global financial institution that delivers a broad range of financial services to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
關於KKR
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com. For additional information about Global Atlantic Financial Group, please visit Global Atlantic Financial Group’s website at www.globalatlantic.com.