Overview
- On Monday NVIDIA signed a memorandum with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to build a financing platform that could mobilize up to $500 billion for AI data centers and GPU purchases.
- CEO Jensen Huang said GPUs can be viewed like other revenue‑producing infrastructure because they are widely used, transferable across customers and extendable through software, which is the rationale for lender interest.
- Chinese hardware and auto firms are moving on parallel tracks: Moore Threads announced a Hong Kong IPO while reporting big H1 revenue growth but still posting core losses and aiming for profit in 2027.
- Avita clarified a remark about Huawei cooperation and said it is progressing IPO filings, and several Chinese automakers this week previewed AI‑first models that integrate Huawei’s driving stacks and HarmonyOS cabin software.
- July industry data showed sharp retail weakness in China’s passenger car market with fuel‑vehicle sales collapsing and NEV share rising, a trend that will shape automakers’ product and financing choices going forward.