Morningstar senior equity analyst Brian Colello said NVIDIA Corporation (NVDA.US) recently announced strategic partnerships with six major financial institutions, namely Apollo Global Management (APO.US), Blackstone Inc. (BX.US), BlackRock, Inc. (BLK.US), Brookfield Asset Management Inc (BAM.US), Goldman Sachs Group, Inc. (GS.US) and KKR & Co. Inc. (KKR.US), with the aim of establishing an AI computing infrastructure financing platform.

The plan involves deploying more than USD500 billion of third-party capital into AI infrastructure development. Colello believed NVIDIA's consolidation of financial partners to channel long-term capital into AI infrastructure construction will reinforce its core position in the AI ecosystem.

The firm upheld its fair value estimate of USD280 per share for NVIDIA and continued to believe that the company's medium- and long-term growth prospects are underestimated. The cooperation is in line with NVIDIA's overall strategy of driving rapid growth in its AI business.
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AASTOCKS Financial News
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