RAX Finance(@RaxFinance):NVIDIA called AI factory compute an investable asset class. Not a chip cycle. Not a one-off data center project. A productive infrastructure asset — financed by long-term capital, serving multiple customers, and generating revenue over time. When one of the world’s largest compute companies and leading infrastructure investors start treating AI factories this way, the asset class becomes much harder to ignore. And this is exactly where the RWA ecosystem is heading — and where we’re building: Real infrastructure. Real usage. Real cash flows. Onchain. Via @JensenHuang

2026.08.27 08:55

NVIDIA called AI factory compute an investable asset class. Not a chip cycle. Not a one-off data center project. A productive infrastructure asset — financed by long-term capital, serving multiple customers, and generating revenue over time. When one of the world’s largest compute companies and leading infrastructure investors start treating AI factories this way, the asset class becomes much harder to ignore. And this is exactly where the RWA ecosystem is heading — and where we’re building: Real infrastructure. Real usage. Real cash flows. Onchain. Via @JensenHuang