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Group 1 - A consortium of companies including Nvidia, xAI, Microsoft, and BlackRock is set to acquire Aligned Data Centers for $40 billion, marking a significant investment in AI infrastructure [7][9] - The consortium, named "AI Infrastructure Partnership" (AIP), plans to deploy $30 billion in equity capital, with total investments potentially reaching $100 billion when including debt financing [7][9] - Aligned Data Centers, a major player in the data center industry, operates 50 facilities across the Americas and has a total capacity exceeding 5 gigawatts [9] Group 2 - Nvidia's stock price surged by 2.6% in pre-market trading following positive news, with HSBC raising its target price for Nvidia to $320, suggesting an 80% upside potential [2][9] - HSBC upgraded Nvidia's rating to "Buy," citing ongoing demand for AI GPUs and the potential for significant profit growth in the coming years [9] - Nscale, a cloud service provider backed by Nvidia, announced plans to deploy approximately 104,000 Nvidia GB300 chips in Texas for Microsoft, with the facility expected to be operational by Q3 2026 [11][12] Group 3 - Nscale has secured a new agreement to provide 12,600 GPUs for Microsoft's data center in Portugal, building on a previous $6.2 billion contract for 52,000 GPUs in Norway [12] - The new agreements could potentially generate up to $14 billion in revenue for Nscale, highlighting the ongoing investment in AI infrastructure despite concerns of market overheating [12] - Nscale's rapid growth, including a recent $1.5 billion funding round, has led to a valuation of approximately $3 billion, showcasing its increasing influence in the AI infrastructure sector [13]