- NVIDIA is expanding beyond GPU sales into AI infrastructure investments and partnerships.
- BMO Capital initiated coverage with a $340 price target, citing Nvidia’s role as a leading AI ecosystem supporter.
- Moves include a minority stake in Cloverleaf, a $250M investment in Starcloud, talks with Rebellions, and a deal with Poolside.
Nvidia is increasingly positioning itself as more than a chipmaker, with BMO Capital initiating coverage and a $340 price target, citing the company’s role as a “leading supporter” of the AI ecosystem. On Friday, Nvidia announced a strategic partnership with Cloverleaf Infrastructure to accelerate AI data center development and backed a $250 million funding round for AI data center startup Starcloud.
Meanwhile, Bloomberg reported that Nvidia is in talks with South Korean AI chip startup Rebellions about a potential deal, while Newcomer reported that the company struck a multibillion-dollar agreement with AI startup Poolside. The partnership with Cloverleaf gives Nvidia a minority stake and a foothold in the physical infrastructure layer supporting AI computing.
Earlier this week, Nvidia announced a $1.5 billion investment in SB Energy and a 4.25-gigawatt infrastructure agreement for a data center campus where OpenAI will be the primary tenant. The investments address AI’s growing constraints, including land, power, and grid connections, which are needed alongside GPUs.
The reported talks with Rebellions could involve a partnership, investment, or acquisition, focusing on AI accelerators for inference — a major source of future computing demand. Additionally, the reported deal with Poolside gives Nvidia deeper exposure to AI models and talent, potentially expanding workloads that require large amounts of computing power.
On Stocktwits, retail sentiment trended in “extremely bearish” territory over the past day, with most traders waiting on CEO Jensen Huang’s comments at next week’s Q2 earnings. Wall Street expects earnings per share of $2.09 on revenue of $92 billion, while NVDA shares have gained over 13% this year.
✅ Follow BITNEWSBOT on Telegram, Facebook, LinkedIn, X.com, and Google News for instant updates.
