New Delhi, Aug. 11 -- The artificial-intelligence boom is stretching financial and political limits. So Nvidia CEO Jensen Huang and Meta Platforms leader Mark Zuckerberg have laid out key parts of the vision for the next, even costlier and more delicate, stage of the AI revolution.

One problem for AI lies on Wall Street. Reactions to recent Big Tech earnings showed shareholders were wary of an eye-watering $2.7 trillion in long-term spending commitments. Even the corporate bond market is feeling the strain as lenders demand higher yields to fund AI projects.

Nvidia has looked to ease the financing bottleneck by making investments across the AI ecosystem. But the chip maker's huge balance sheet has its limits, so now it has partnered wit...