Per Tom's Hardware article this morning: Nvidia has NOT paused parts of its AI Compute Partnership financing program.
NYT: White House Approves $9 Billion for Spy Agencies to Catch Up on AI
The $9 billion request is intended in part to boost the availability of infrastructure that can support Nvidia’s Grace Blackwell superchip
Nearly half of Alphabet’s record $62.6 billion profit—about $28.7 billion—”did not come from search ads, cloud services or any of its products at all. It came from Alphabet updating the value of the equity it owns in private companies, primarily Anthropic"
“Our bull-case scenario suggests potentially USD390bn in FY27e datacenter revenue, or an implied FY27e EPS of USD9.68,” HSBC wrote.
Source, Forbes. Worth a read!
Stop Calling It A Bubble - AI Infrastructure Is Building The Market’s New Floor
Stop Listening to the Bears: This Is Not a Bubble, It’s the AI Infrastructure Revolution
Cantor Fitzgerald reiterates Nvidia Overweight PT 240 stock rating, sees "clear path to $10T+ market cap"
... "the de facto AI infrastructure company"..."quarterbacking the robust AI industry buildout" still in its early stages.
"top pick" among AI-levered stocks
A new analysis by McKinsey & Company projects a massive 3.5-fold increase in the global demand for Al-specific data center capacity by 2030, potentially creating a multi-trillion-dollar market opportunity for chipmaker Nvidia.
No one can get enough:
MICROSOFT has signed a deal with Nebius to access 100,000 NVIDIA chips, part of a broader $33B investment in “NeoCloud” companies to strengthen AI development. The agreement also includes using Nebius data centers to run large language models.
Nvidia, Jensen. Never doubt the man!
OpenAI Valuation Soars to $500 Billion, Topping Musk’s SpaceX
OpenAI has completed a deal to help employees sell shares...at a $500 billion valuation, propelling the ChatGPT owner past Elon Musk’s SpaceX to become the world’s largest startup
This morning:
KeyBanc Adjusts Price Target on Nvidia to $250 From $230, Maintains Overweight Rating
Citigroup Adjusts Price Target on Nvidia to $210 From $200, Maintains Buy Rating
Earlier this morning:
Jefferies Adjusts Price Target on Nvidia to $220 From $205, Maintains Buy Rating
2 of 2: name in our space.”
Analyst Tom O’Malley said the scale of AI investment has expanded rapidly over the past year, with more than $2 trillion of planned spending at around 40 gigawatts of power now identified.
1 of 2: Barclays raised its price target on Nvidia to $240 from $200, citing accelerating demand for artificial intelligence infrastructure and the chipmaker’s leading position in the buildout.
The brokerage reiterated its Overweight rating, calling Nvidia “the most attractive
The deal...will involve two separate but intertwined transactions, according to a person close to OpenAI. The startup will pay Nvidia in cash for chips, and Nvidia will invest in OpenAI for non-controlling shares, the person said.
4 of 4:
Today in WI we introduced Fairwater, our newest US AI DC, the largest, most sophisticated AI factory we’ve built yet. In addition to our Fairwater datacenter in WI, we also have multiple identical Fairwater datacenters under construction in other locations across the US."
3 of 4:
2nd Paragraph is key:
"This week we have introduced a wave of purpose-built datacenters and infrastructure investments we are making around the world to support the global adoption of cutting-edge AI workloads and cloud services.
2 of 4:
Nadella stated that Fairwater will deliver 10 times the performance of today’s fastest supercomputer, enabling unprecedented AI training and inference workloads."
But, this I just found on the official Microsoft Blog. Dated today. Written by their EVP of Cloud and AI.