Core Insights - Nvidia's stock has seen an increase following a significant deal with Nscale, which will provide 200,000 Nvidia AI processors for Microsoft in Europe and the U.S. [1][2] - Nscale's largest project involves supplying 104,000 Nvidia GB300 GPUs at a Texas data center starting in Q3 2026, with additional AI data centers being built in Norway, Portugal, and the U.K. [2][3] - Nvidia is a key player in the AI sector, benefiting from the ongoing AI megatrend and is an investor in Nscale alongside Dell and Nokia [3] Nvidia's Strategic Moves - Nvidia is involved in a $40 billion acquisition of Aligned Data Centers, which includes 50 data center campuses and over 5 gigawatts of operational and planned capacity [4][5] - The acquisition is expected to close in the first half of 2026, pending regulatory approvals [5] Market Performance and Analyst Insights - Nvidia's stock was upgraded by HSBC from hold to buy, with a price target increase from $200 to $320, indicating expected continuous earnings growth [6] - Nvidia is featured on multiple IBD lists, including Stock Spotlight, Sector Leaders, and Tech Leaders, reflecting its strong market position [6]