NVIDIA Partners in $10B AI Infrastructure Platform as Bank of America Sees $170B CPU Market by 2030
NVDA•KKR, KIA, NVIDIA and Vistra committed over $10 billion to launch Helix Digital Infrastructure under Adam Selipsky to coordinate AI data centers, power and connectivity. Bank of America forecasts a $170 billion server CPU market by 2030, lifting NVIDIA shares about 1% as the firm retains its full-stack AI top-pick status.
1. Helix Digital Infrastructure Launch
KKR, the Kuwait Investment Authority and Vistra joined NVIDIA to form Helix Digital Infrastructure with over $10 billion in long-duration capital. The permanent operating company, led by former AWS CEO Adam Selipsky and CIO Waldemar Szlezak, will streamline data centers, power generation, transmission, fiber and connectivity for hyperscale AI clients.
2. NVIDIA’s Technology Partnership
As the designated technology partner, NVIDIA will supply GPU and AI hardware solutions across Helix sites, integrating its full-stack AI platform into the new infrastructure. This strategic alliance aims to accelerate project execution and unlock capacity for large-scale AI deployments that hyperscalers cannot build fast enough on their own.
3. Bank of America’s Agentic AI Forecast
Bank of America projects agentic AI could drive a $170 billion server CPU market by 2030, prompting a semiconductor stock rally. NVIDIA shares gained about 1% as the company maintained its top-pick status based on its comprehensive AI offerings, while AMD and Intel also saw notable price target upgrades and upgrades.
