The future of AI infrastructure finance — NVIDIA's $500B financing deal creating a new asset class
A revolutionary new asset class where GPU/AI compute infrastructure becomes collateral for financing
Strategic partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third-party capital
Jensen Huang: "We began by building chips; today we're helping create a new class of investable infrastructure: AI factories"
Goldman Sachs: "Creating a market for credit backed by NVIDIA compute" — compute as collateral, usage-based revenue streams
In-depth guides on the compute-backed securities asset class
The beginner's guide to compute-backed securities — how they work and why they matter.
Read Guide →The Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR partnerships explained.
Read Guide →Will compute-backed securities repeat the 2008 fiasco? The honest risk analysis.
Read Guide →Orian and ICE are building the NYSE for GPUs — the oil-market analogy and the OCPI index.
Read Guide →Jensen Huang's 'compute is revenue' vision — the physical assets behind the asset class.
Read Guide →How futures, forwards and options protect your AI exposure — and kill the MBS fiasco argument.
Read Guide →Why the AI build-out heads to hundreds of trillions — the 401k asset of the future.
Read Guide →Jensen Huang's three-word thesis — why GPUs are production assets, not cost centres.
Read Guide →The honest deep dive on the biggest CBS risk — and why hedging changes the game.
Read Guide →The RWA bridge — on-chain CBS connecting AI and crypto capital.
Read Guide →The world's leading financial institutions powering AI infrastructure
The birth of a new multi-trillion dollar asset class
Initial capital mobilization
Projected market expansion
Mature asset class
CBS is your comprehensive resource for understanding the emerging asset class of compute-backed securities. We provide insights, analysis, and guidance on this revolutionary approach to AI infrastructure financing.
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Connecting investors, developers, and infrastructure providers
Monitor the evolution of this new asset class