🔥 JUST IN: Nvidia and BlackRock are teaming up on a $40B acquisition of a major global data center firm. https://t.co/CkKILPSPAL ...

(Reuters) -An investor group, including BlackRock and Nvidia, will buy Aligned Data Centers from Macquarie Asset Management in a deal worth $40 billion, the companies said on Wednesday, as AI infrastructure expansion powers on. The deal underscores an intensifying race to expand the costly, supply-constrained infrastructure required to develop artificial intelligence technology, as companies rush to build sophisticated AI models. The acquisition follows a slew of mega-deals focused on securing coveted co ...

该投资财团计划在未来几年内迅速扩大Aligned的业务规模，将数据中心园区数量在目前的50个基础上 提高一倍以上，以满足算力需求。 (作者/箫雨) 凤凰网科技讯 北京时间10月15日，据路透社报道，英伟达、xAI、微软以及贝莱德等公司组成的投资财 团将以400亿美元收购Aligned数据中心公司。Aligned是全球最大的数据中心运营商之一。 Aligned为超大规模云服务商、新兴云服务商以及企业客户设计、建造并运营数据中心。该公司拥有50 个园区，业务遍及美国和拉丁美洲，现有和规划中的总容量超过5吉瓦，包含正在开发中的资产。 该投资财团名为"AI基础设施合作伙伴关系"(AIP)，初步计划部署300亿美元的股权资本，若计入债权融 资，总投资规模有望达到1000亿美元。 对于Aligned的收购是AIP的首次投资，该交易预计将在2026年上半年完成。Aligned将继续把总部设在 得州达拉斯，并由CEO安德鲁·沙普(Andrew Schaap)领导。 ...

Nvidia added another bull on Wednesday, as HSBC upgraded the chipmaker to buy from hold, citing the ongoing growth of artificial intelligence https://t.co/NTc8dClmyA ...

Core Insights - The artificial intelligence boom is expected to significantly alter lifestyles and work environments, with recent AI deals indicating a rapid scale and pace of investment in necessary infrastructure [1] - OpenAI has secured approximately $1 trillion in deals this year, including a $300 billion agreement with Oracle for computer infrastructure over five years as part of a $500 billion data center project called Stargate [2] - OpenAI's partnerships include a $22 billion deal with CoreWeave for data center usage and an undisclosed amount partnership with Broadcom for chip development [2] - Nvidia has invested heavily in AI infrastructure, including a commitment of up to $6.3 billion to CoreWeave for cloud-computing capacity and a $40 billion purchase of Nvidia chips by Oracle for OpenAI's data center [3] - Concerns have been raised about inflated valuations of AI companies, with a Bain & Company report estimating a need for $2 trillion in annual revenue to support AI infrastructure by 2030, indicating an $800 billion shortfall [4] - Industry leaders argue that the current investments are essential for making AI a reality, emphasizing the fundamental nature of the infrastructure buildout [5]

Core Insights - Nscale has signed a significant deal with Microsoft to provide approximately 200,000 NVIDIA GB300 GPUs for AI infrastructure across Europe and the U.S., marking one of the largest contracts in this sector [1][3][8] - The partnership aims to meet the increasing demand for AI infrastructure, with Nscale planning to expand its capacity to support future advancements in AI technology [2][3] Company Overview - Nscale is a vertically integrated AI cloud provider with data centers, GPU clusters, and AI services, focused on delivering advanced AI infrastructure [2][7] - The company is headquartered in Europe and operates globally, emphasizing its commitment to sustainability and efficiency in AI technology delivery [3][7] Contract Details - Nscale will deliver approximately 104,000 NVIDIA GB300 GPUs at a 240MW hyperscale AI campus in Texas, with phased delivery starting in Q3 2026 [3][4] - An additional 12,600 NVIDIA GB300 GPUs will be delivered at the Start Campus data center in Sines, Portugal, starting from Q1 2026 [4] - The deal also includes plans for the UK's largest NVIDIA AI supercomputer at Nscale's Loughton AI Campus, housing around 23,000 GPUs from Q1 2027 [5][8] Strategic Importance - This agreement strengthens the UK-US Tech Partnership, highlighting the collaboration between Nscale and Microsoft in advancing AI infrastructure [6][8] - The contract will be executed across four countries and two continents, showcasing the global scale of the AI infrastructure rollout [8]

格隆汇10月15日｜英伟达(NVDA.US)盘前涨超2%。消息面上，贝莱德和英伟达达成协议，以400亿美元 收购全球最大的数据中心运营商之一。 ...

I want to talk about your company. You're a workflow automation company. Basically, it's software where a certain job is done based on a certain set of conditions.You can basically tell the software to do this or that if something else happens. You say you can embed AI into this. Now, kind of explain that because I think a lot of us think that AI is doing what your software is doing.>> Sure. Yeah. I think like the nice thing about software like NN is like it it allows like like to combine humans AI and code ...

Core Insights - The company specializes in workflow automation software that integrates AI, allowing for conditional task execution based on specific triggers [1][2] - The software emphasizes the importance of combining human input, AI, and traditional coding to ensure effective operation in production environments [3][5] Company Model - The company operates on a model that allows users to utilize various AI models, promoting independence from major players and ensuring data is hosted on their own servers [5][6] - The funding received from N Ventures, the venture capital arm of Nvidia, does not restrict the company to purchasing Nvidia chips, highlighting its independent operational strategy [6][7] Use Cases - One practical application of the software is in customer support, where it can automatically process incoming emails, assess their content, and respond or escalate them based on priority [7][8] - The software is also utilized in complex scenarios, such as security automation, demonstrating its versatility across different sectors [8]

以下文章来源于capitalwatch ，作者宏观分析师 capitalwatch . 我们是一个聚焦全球资本市场的高影响力财经账号。 内容由华尔街交易员与研究员共同撰写，提供市 场深度解读、机构级逻辑与实时判断。 这里没有喊单，没有套路，只有用数据和常识说话的分析。 我 们希望把复杂的金融世界，讲给真正关心自己资产的人听。 这已经是 $NVDU 自成立以来 第四次周流入突破 5000 万美元 。 来源 | capitalwatch 在经历了几周的震荡之后，市场的风险偏好正在重新升温。最新数据显示，投资者不仅没有因市 场波动而退缩，反而选择了 加杠杆押注 。 根据 Factset 数据， 2 倍杠杆英伟达 ETF（代码：$NVDU）上周录得创纪录的 1.32 亿美 元资金净流入 。 这一数字比今年 1 月创下的 1 亿美元高点高出 32%，并结束了连续四周的资金净流出。 2 倍杠杆英伟达 ETF 周资金流入创历史新高 与此同时，跟踪 AMD 与纳斯达克指数的杠杆 ETF 也出现了明显的买盘回流。 这意味着： 投资者仍在押注科技股，而不是撤离。 逢低买入， 成为2025年最强信号 从标普500的表现来看，这一轮 ...