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Core Insights - The article highlights significant developments in the artificial intelligence (AI) sector, particularly focusing on a $40 billion acquisition of Aligned Data Centers by a consortium including Nvidia, xAI, Microsoft, and BlackRock [4][5]. - HSBC has raised Nvidia's target price to $320, suggesting a potential market capitalization of $7.78 trillion if achieved [7]. - Nvidia-backed Nscale is set to build a data center in Texas with a capacity of up to 240MW, deploying approximately 104,000 of Nvidia's latest GB300 chips, expected to be operational by Q3 2026 [9]. Investment Consortium - The investment 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 [5]. - The acquisition of Aligned is the first investment by AIP, with the deal expected to close in the first half of 2026 [5][6]. - Aligned operates 50 data center campuses across the U.S. and Latin America, with a total capacity exceeding 5GW [5]. Market Reactions - Following the announcement of these developments, Nvidia's stock price surged by 2.6% in pre-market trading [2]. - HSBC's optimistic outlook on Nvidia is based on the sustained demand for AI chips, projecting significant profit growth beyond large-scale customers [7][8]. Nscale Developments - Nscale has announced plans to deploy 104,000 Nvidia GB300 chips in Texas, building on a previous $6.2 billion contract to deploy 52,000 GPUs in Norway [11][12]. - The new agreements could potentially generate up to $14 billion in revenue for Nscale [12]. - Nscale's rapid growth is attributed to Nvidia's backing, which has significantly increased investor confidence [13]. European AI Infrastructure - Nscale is strategically expanding its AI infrastructure in Europe, with projects in Portugal and Norway, and is also collaborating with Microsoft to build the UK's largest AI supercomputer [14].