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A group of US investment giants are nearing a partnership with Nvidia on $500 billion in funding for the buildout of AI infrastructure. The firms in talks with Nvidia include Apollo Global Management Inc., Blackstone Inc., and Goldman Sachs Group Inc., among others. Nvidia has already inked hundreds of billions of dollars worth of deals with companies across the AI ecosystem, stoking concerns from some investors that the chipmaking giant is inflating demand and valuations across the industry.

On this episode, Carol Massar and Tim Stenovec speak with:

• Ian King, Bloomberg News US Semiconductor Reporter
• Gary C. Evans, Chairman & CEO of US Antimony
• Gabriel Baumgaertner, Bloomberg News Reporter
• Madison Muller, Bloomberg News Healthcare Reporter