Nvidia Stock Extends Winning Streak as $43M GPU Deal and $21B Capex Drive Demand
Nvidia’s shares have marked their longest winning streak since 2023 as enterprise orders grow, including AlphaTON Capital’s $43M GPU cluster build on NVIDIA’s B300 architecture and Meta’s $21B CoreWeave commitment boosting hyperscaler AI demand. Nvidia also invested in SiFive’s CPU startup, underscoring diversification beyond GPUs.
1. Stock Performance
Nvidia shares have extended their longest winning streak since 2023, driven by rising enterprise demand for AI hardware and optimistic market sentiment around future data‐center growth and margins.
2. AlphaTON’s $43M GPU Cluster Deal
AlphaTON Capital has entered a $43 million financing agreement for a GPU cluster built on Nvidia’s B300 architecture, slated to close in Q2, to support privacy-preserving AI deployments through Vertical Data’s GPUfinancing.com platform.
3. Meta’s $21B Commitment to CoreWeave
Meta has committed an additional $21 billion to CoreWeave through 2032, highlighting hyperscaler capex trends that could lead to increased orders of Nvidia GPUs for large-scale AI training and inference workloads.
4. Investment in SiFive
Nvidia has taken a stake in CPU startup SiFive to develop RISC-V processors, signaling a strategic move to broaden its data-center technology portfolio beyond GPUs and capture more of the AI infrastructure stack.