NVIDIA GPUs Propel Global AI Cloud Expansion This Week
Nscale has partnered with VAST Data to develop a global AI cloud infrastructure. This strategic collaboration will utilize the VAST AI Operating System to facilitate large-scale artificial intelligence workloads. The partnership is set to enhance data access and efficiency for enterprise AI applications.
NVIDIA GPUs in Focus
As part of this initiative, Nscale will deploy up to 300,000 NVIDIA Grace Blackwell GPUs. This ambitious plan signifies a commitment to creating a scalable and comprehensive AI cloud fabric, further solidifying NVIDIA’s role in the global AI landscape.
Goals for the AI Cloud Infrastructure
- Enhance data access for enterprises.
- Improve efficiency in AI workloads.
- Integrate renewable-powered data centers.
The partnership underscores a vision for sustainability and scalability in artificial intelligence infrastructure. Nscale and VAST Data aim to set new standards in the industry through effective data management and operational excellence.
Market Developments
In recent market movements, ASE Technology Holding (TWSE:3711) experienced a notable rise, advancing 10% to NT$247.50 following a report of increased third-quarter revenue and net income. Conversely, Montage Technology (SHSE:688008) saw a decline, closing down 10.3% at CN¥136.30 despite reporting increased sales and net income for the nine months ending September 30, 2025.
Investment Insights
NVIDIA continues to present a compelling case for strategic investment in AI technologies. While investors explore opportunities, they should consider the evolving market dynamics surrounding AI innovations and their implications for future growth.
Additional Stock Highlights
- ASML Holding (ENXTAM:ASML): Closed at €937.50, up 2%. Nearing a 52-week high.
- Intel (NasdaqGS:INTC): Finished at $40.16, down 2.9%. Early acquisition talks with SambaNova.
- AMD (NasdaqGS:AMD): Ended at $254.84, down 3.6%. Close to its 52-week high.
Pico also announced a collaboration with AMD to enhance its network and trading technologies. With these developments, the tech industry continues to adapt swiftly to ongoing changes and opportunities.
