Nvidia's Chips Could Fuel AI Boom, but 'Dark GPUs' Loom as Risk

Nvidia's chips could become a financeable asset class, making it easier for Wall Street to lend against them and fueling the growth of AI infrastructure.

Gavin Baker, CIO at Atreides Management, said on an episode of the All-In Podcast that Nvidia is building what could become the 'Federal Reserve of AI.'

Nvidia's CEO Jensen Huang is transforming its chips into a financeable asset class, removing a bottleneck for AI growth and making it easier to finance the buildout.

Baker said that Nvidia may provide residual-value support of up to 25% on individual deals, making Nvidia a 'matchmaker' between compute buyers and lenders.