Nvidia(US:NVDA) 券商中国·2025-09-13 05:16Core Viewpoint - The article highlights significant investments in artificial intelligence (AI) infrastructure, particularly by OpenAI and NVIDIA, indicating a robust demand for data centers driven by AI and cloud computing [2][4][5]. Investment and Collaboration - OpenAI and NVIDIA plan to visit the UK to commit billions of dollars to data center projects, reflecting a strong interest in enhancing digital infrastructure [2][4]. - The collaboration with Nscale Global Holdings aims to invest $2.5 billion in the UK data center industry over three years, including a site in Essex capable of housing 45,000 NVIDIA GB200 superchips [5][6]. Market Sentiment and Stock Ratings - DA Davidson upgraded NVIDIA's stock rating from "neutral" to "buy," raising the target price from $195 to $210 per share, indicating a positive shift in market sentiment towards NVIDIA [2][12][13]. - Previously, DA Davidson had warned of a potential 48% drop in NVIDIA's stock price, but the growing demand for AI computing has changed their outlook [12][13]. Political and Economic Context - European leaders are urging increased investment in generative AI facilities to prevent technological lag, amidst concerns over economic growth [5][6]. - UK Prime Minister Starmer announced plans to accelerate AI development through investments in data centers and chips, proposing the establishment of "AI growth zones" for faster planning approvals [5][6]. Future Prospects - OpenAI is expanding its business in Europe, with plans for a data center project in Norway, marking its first such initiative in the region [6][7]. - The article suggests that the demand for computing power will continue to grow, with NVIDIA expected to maintain growth over the next two years, regardless of the source of that growth [12][13].