Jensen Huang has just attacked that weak link directly. NVIDIA announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish financing platforms designed to mobilize more than $500 billion for AI infrastructure. 

This is not a funded $500 billion pool today. The final agreements still have to be completed, but the goal is pretty clear. 

Specifically, NVIDIA is trying to turn AI compute into collateral and the AI factory into a repeatable, financeable infrastructure asset. 

And that makes AI much more than a chip story.