Net Interest · 14 August 2026

Financing the AI Boom 3

Marc Rubinstein

GPU rental prices are surging despite forecasts of decline, enabling major institutional investors—Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, KKR—to mobilize $500B+ to finance AI infrastructure as a durable, financeable asset class similar to mortgages or aircraft leases.

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Topics: AI (Horizontal)

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