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NVIDIA's recent collaboration with leading financial institutions to mobilize over $500 billion in third-party capital for AI infrastructure marks the third phase of the 'Compute Landlord Thesis.' This move repositions computing power as a securitized asset class, akin to commercial real estate or t

This article delves into the profound transformation in the current AI industry landscape, highlighting NVIDIA's dominant position as the largest 'landlord' in the AI era, controlling the entire industry's computing power infrastructure. Meanwhile, once-celebrated large model companies like OpenAI a