Movement Alert|NVIDIA Rises 3.26% in Regular Trading, $500 Billion AI Infrastructure Financing Plan Gains Wall Street Endorsement

Market Focus08-12 22:29

On August 12, NVIDIA rose 3.26% in regular trading, trading at $224.64/share, with turnover of $7.169 billion. The rally comes as multiple Wall Street banks voiced strong support for the company's newly announced $500 billion AI infrastructure financing platform.

NVIDIA announced a collaboration with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an independent financing platform aimed at mobilizing over $500 billion in third-party capital for AI infrastructure. Morgan Stanley noted that with NVIDIA's participation limited to 25% or less while third-party investors lead decisions, circular financing concerns could be eased. Goldman Sachs maintained a Buy rating with a $285 target price, while Wedbush highlighted the plan's potential to support NVIDIA's growth beyond hyperscaler customers.

The broader AI ecosystem provided further validation, as CoreWeave surged over 20% post-earnings on a $104 billion order backlog. Additionally, CME announced plans to launch GPU compute futures tracking NVIDIA H100 and B200 rental costs, and IBM disclosed a $240 million deal deploying NVIDIA HGX B300 systems.

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