--- title: "NVIDIA AI Factory Compute Is Becoming an Investable Asset Class" url: https://daily.dev/posts/nvidia-ai-factory-compute-is-becoming-an-investable-asset-class-mvkiasw47 source_url: https://blogs.nvidia.com/blog/nvidia-ai-factory-compute type: article source: "NVIDIA" published: 2026-08-12T02:00:44.422Z updated: 2026-08-15T09:33:20.555Z tags: ["nvidia", "gpu", "ai-infrastructure", "cuda"] reading_time: 6 upvotes: 0 comments: 0 language: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # NVIDIA AI Factory Compute Is Becoming an Investable Asset Class **[NVIDIA](https://daily.dev/sources/nvidia)** · 6 min read · 0 upvotes · 0 comments ## Summary NVIDIA has announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent financing platforms targeting over $500 billion in third-party capital for AI infrastructure buildout. Jensen Huang frames NVIDIA AI factories as a new investable infrastructure asset class, citing the fungibility of NVIDIA compute, CUDA's ability to improve hardware performance over time, and the long commercial lifespan of GPUs like the A100 (still in active use six years after launch). GPU rental pricing data is cited as evidence of durable economics: H100 rates rose from ~$1.70 to ~$2.35 per GPU-hour between October 2025 and March 2026, while B200 cloud rates range from ~$5.30 to ~$7.05 per GPU-hour. NVIDIA may provide residual-value support for up to 25% of individual opportunities. The initiative is positioned as opening an open capital market for AI infrastructure, enabling AI labs, enterprises, and nations to access compute financing at scale. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Questions this post answers ### What are current H100 and B200 GPU cloud rental prices per hour? H100 one-year rental pricing rose from about $1.70 per GPU-hour in October 2025 to about $2.35 per GPU-hour in March 2026. Cross-provider on-demand median pricing moved from roughly $2.00 per GPU-hour in October 2025 to $2.70 in June 2026. B200 cloud rates span approximately $5.30 to $7.05 per GPU-hour, commanding a premium over H100. _Teams budgeting GPU capacity track H100 and B200 pricing shifts on daily.dev as they happen._ ### How long is the NVIDIA A100 GPU expected to remain commercially viable? The NVIDIA A100, introduced in 2020 based on the Ampere architecture, remains in active commercial use for AI training, fine-tuning, inference, and HPC. Customers continue to commit capacity for multi-year deployments, extending the A100's economic life toward a decade — well beyond its initial depreciation period. _Infrastructure teams planning multi-year GPU deployments follow NVIDIA compute lifecycle news on daily.dev._ --- Tags: [#nvidia](https://daily.dev/tags/nvidia), [#gpu](https://daily.dev/tags/gpu), [#ai-infrastructure](https://daily.dev/tags/ai-infrastructure), [#cuda](https://daily.dev/tags/cuda) [View this post on daily.dev](https://daily.dev/posts/nvidia-ai-factory-compute-is-becoming-an-investable-asset-class-mvkiasw47)