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NVIDIA's AI Cloud Expansion: Boosting Growth Prospects Amidst Chip Sector Slump
ByAinvest
Saturday, Aug 30, 2025 1:32 pm ET1min read
NVIDIA has partnered with Novacore Innovations to launch India's first GPU cloud platform, using its Blackwell servers. This collaboration highlights the company's influence in AI infrastructure and could positively impact its revenue streams and future earnings. Despite a recent 29% price increase, the stock trades at a discount of 17.65% to the analyst consensus price target.
NVIDIA has partnered with Novacore Innovations to launch India's first GPU cloud platform, utilizing NVIDIA's Blackwell servers. This collaboration underscores NVIDIA's technological influence in AI infrastructure and could potentially enhance its revenue streams and future earnings.The platform, developed by Novacore Innovations, leverages competitive electricity costs, India's skilled technical workforce, and Hyderabad's elite power grid and datacenter ecosystem. It offers cost-effective AI infrastructure for startups, researchers, and enterprises across India, the United States, and the Middle East. The platform supports three high-growth markets: India's startups, U.S. innovators, and organizations in the Middle East [2].
NVIDIA's Blackwell Data Center revenue grew 17% sequentially in the second quarter of fiscal 2026, driven by strong demand for its AI platforms. The company's recent 29% price increase reflects the market's favorable view of its future prospects, despite broader tech sector declines and underwhelming earnings expectations [1].
Despite the recent price increase, NVIDIA's shares trade at a discount of about 17.65% to the analyst consensus price target of US$204.92. This gap suggests that the market might be temporarily undervaluing NVIDIA's growth potential, given its continued innovation in AI platforms and expanded partnership ecosystem [1].
NVIDIA's partnership with Novacore Innovations and the launch of India's first GPU cloud platform highlight its technological influence and could contribute to both short-term and longer-term growth narratives. The platform launch might bolster NVIDIA's data center revenue and contribute to its overall growth strategy.
References:
[1] https://finance.yahoo.com/news/nvidia-nvda-powers-indias-first-171223417.html
[2] https://www.marketscreener.com/news/novacore-innovations-becomes-india-s-first-gpu-cloud-to-deploy-nvidia-blackwell-servers-ce7c50dcd181f627
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