Nvidia(US:NVDA) 券商中国·2025-10-15 13:04Core Insights - A consortium of companies including Nvidia, xAI, Microsoft, and BlackRock plans to acquire Aligned Data Centers for $40 billion, marking a significant investment in AI infrastructure [2][7] - HSBC has raised Nvidia's target price to $320, suggesting a potential market capitalization of $7.78 trillion if achieved, reflecting optimism about AI-driven chip demand [2][8] - Nvidia-supported cloud service provider Nscale will deploy approximately 104,000 Nvidia GB300 chips for Microsoft in Texas, with operations expected to commence in Q3 2026 [10][12] Investment Details - The investment consortium, named "AI Infrastructure Partnership" (AIP), aims to deploy $30 billion in equity capital, with total investments potentially reaching $100 billion when including debt financing [7][8] - Aligned Data Centers, a major player in the data center industry, will continue to operate from Dallas, Texas, under CEO Andrew Schaap, with plans to double its data center parks to meet increasing computational demands [8] Market Outlook - HSBC's analysts predict that the AI GPU market will expand beyond large-scale customers, driving sustained profit growth for Nvidia, with a significant upside potential for fiscal year 2027 [8] - Nscale's rapid growth, having recently raised $1.5 billion in funding and achieving a valuation of approximately $3 billion, highlights the increasing demand for AI infrastructure [12][13] Strategic Developments - Nscale is also set to deploy 12,600 GPUs at a data center in Portugal, building on a previous $6.2 billion contract for deploying 52,000 Nvidia GPUs in Norway [11][12] - The company is collaborating with Microsoft to build the UK's largest AI supercomputer and has formed a joint venture with Aker ASA, indicating its growing influence in the global AI infrastructure sector [13]