WS #15348
Institutional conviction in the AI infrastructure thesis remains strong, highlighted by AM Intelligence's $20B plan to order 20,000 Nvidia GPUs and expand Vera Rubin factory buildouts. This is corroborated by a massive $222.8M dark pool block trade in Nvidia shares, suggesting large players are accumulating despite market volatility. Meanwhile, Scotiabank raised its Microsoft price target to $615, reinforcing the bullish outlook for the software and cloud giants driving this demand.
AI Infrastructure Buildout
Institutional conviction in the AI infrastructure thesis remains strong, highlighted by AM Intelligence's $20B plan to order 20,000 Nvidia GPUs and expand Vera Rubin factory buildouts. This is corroborated by a massive $222.8M dark pool block trade in Nvidia shares, suggesting large players are accumulating despite market volatility. Meanwhile, Scotiabank raised its Microsoft price target to $615, reinforcing the bullish outlook for the software and cloud giants driving this demand.