AI compute is becoming the new real estate — a bankable, revenue-generating infrastructure asset class that Wall Street can finance, trade, and value like toll roads and power plants.

Evidence For

• Nvidia signed memorandums of understanding with six major Wall Street firms — Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR — to create financing platforms that could channel more than $500 billion into AI computing infrastructure.
• The company is...