Pablo Mengoni @pmengoni: "🟩 Key $NVDA (NVDA)..."

Argentina

🟩 Key $NVDA (NVIDIA Corporation) (NVDA) Updates — October 2025 🔹 Major AI Infrastructure Deal NVIDIA has signed a large-scale agreement with Nscale to deploy 200,000 AI GPUs across data centers in the U.S. and Europe — including 104,000 GB300 chips in Texas. 🔹 $40B Data Center Bid with $MSFT (Microsoft) & $BLK (BlackRock Inc) Together, the trio is bidding to acquire Aligned Data Centers, signaling NVIDIA’s deepening control over the AI infrastructure ecosystem. 🔹 Middle East Market Expansion NVIDIA received U.S. approval to export up to 500,000 Blackwell GPUs to the UAE — a significant shift in global chip distribution. 🔹 China Tightens Chip Controls China has ramped up customs scrutiny targeting NVIDIA’s high-end AI chips like the H20, part of its tech self-sufficiency strategy. 🔹 Human Impact: Employee Freed in Gaza An NVIDIA engineer held in Gaza for nearly 2 years has been released. CEO Jensen Huang shared a heartfelt letter with employees. 🔹 Analyst Upgrade $HSBA.L (HSBC Holdings) raised its rating to "Buy" with a price target of $320, implying nearly 80% upside from current levels. 🔮 Looking Ahead ✅ Growth Drivers Expansion beyond chips into full AI infrastructure ownership. Upcoming chip architectures (Rubin & Feynman). Geographic diversification beyond China — toward UAE, Europe, and more. ⚠️ Risks to Watch U.S.–China trade tensions & export regulations. Growing competition in the AI chip space. Delays or underperformance in next-gen product launches. Cloud providers may cut CapEx amid economic uncertainty.

Not investment advice. The author may have financial interests in the mentioned instruments.