AI Compute Deal Ledger · APO · Free Dataset · CC BY 4.0

Apollo Global Management: The AI Deal Record

Every Apollo Global Management deal in the ledger, with the source on every row. Binding base-term value: none recorded. Snapshot disclosures (backlog restatements, order intake, program envelopes) are listed but never summed.

Binding value

·

0 binding deals, base terms

Binding capacity

·

contracted IT load with disclosed MW

Not binding

·

0 LOI / framework / reported

Deal by Deal

2026-08-10FrameworkSnapshot, not summed↻ Circular

Nvidia (Financier) · Apollo Global Management (Financier) · BlackRock (Financier) · Blackstone (Financier) · Brookfield Asset Management (Financier) · Goldman Sachs (Financier) · KKR (Financier)

Value
at least $500B
Capacity / term
n/a
First revenue
not disclosed

PROGRAM ENVELOPE / FRAMEWORK, excluded from binding aggregates: same anti-double-counting treatment as the January 2025 Stargate framework row. Discrete projects that sign under this financing platform should get their own rows (expansion_of this one where the provider or financier chain matches). Distinct from the separate, still-unverified Nvidia-SK Hynix ~$500B letter of intent (data-center investment plus HBM4 memory supply) sitting in candidates.json; do not conflate the two despite the matching headline figure. Circular by construction: Nvidia is both an enabler of the financing and the hardware vendor the mobilized capital ultimately buys from.

Conditions: Structured as MOUs establishing 'AI Compute Infrastructure Financing Platforms' with six asset managers, intended to mobilize over $500B of third-party capital for data centers, power and Nvidia hardware, off Nvidia's own balance sheet. Nvidia is reported to be guaranteeing residual value on the Nvidia GPUs used as collateral. No specific site, project or binding capital commitment is named; this is a formal Nvidia-initiated framework, not reported talks.

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Company-Stated Totals

$500B (program envelope, as of 2026-08-10) as stated by the company. These snapshots overlap the discrete deals above, which is exactly why the ledger never adds them to anything.

Our Coverage

Part of the free AI Compute Deal Ledger by Regards of Wallstreet, licensed CC BY 4.0. Cite it, chart it, link it.