This Week In AI Chips - Global AI Cloud Expansion Powered By NVIDIA GPUs

Nscale and VAST Data have announced a partnership aimed at creating a globally distributed AI cloud infrastructure, utilizing the VAST AI Operating System to support large-scale artificial intelligence workloads. This collaboration will see Nscale expand its reach across Europe and North America, with plans to deploy up to 300,000 NVIDIA Grace Blackwell GPUs. The initiative focuses on enhancing data access and efficiency for enterprise AI applications, driven by a vision for a comprehensive and scalable AI cloud fabric. By integrating renewable-powered data centers and a strategic data layer, the partnership seeks to set a new standard for enterprise AI infrastructure, emphasizing scalability and sustainability.

• NVIDIA (NasdaqGS:NVDA) last closed at $202.89 down 2%, not far from its 52-week high.

In other trading, ASE Technology Holding (TWSE:3711) was a standout up 10% and closing at NT$247.50. On Thursday, the company announced increased third-quarter revenue and net income compared to the previous year. At the same time, Montage Technology (SHSE:688008) softened, down 10.3% to close at CN¥136.30. The company reported a significant increase in both sales and net income for the nine months ending September 30, 2025, which was one month ago.

NVIDIA's robust AI-driven growth opportunity presents a compelling case for strategic investment amidst evolving market dynamics. Explore the narrative to understand how Nvidia's cutting-edge innovations could uniquely position investors.

Don't miss our Market Insights article on the AI Chips landscape, exploring the precarious nature of circular deals and valuations.

Best AI Chip Stocks

• ASML Holding (ENXTAM:ASML) settled at €937.50 up 2%, close to the 52-week high.
• Intel (NasdaqGS:INTC) settled at $40.16 down 2.9%. Intel is in early talks to potentially acquire AI chip startup SambaNova, as reported today.
• Advanced Micro Devices (NasdaqGS:AMD) finished trading at $254.84 down 3.6%, close to the 52-week high. Pico announced a strategic collaboration three days ago with AMD, integrating AMD's high-performance solutions to enhance its network and trading technologies.

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• Click here to unveil our expertly curated list of 78 AI Chip Stocks including LONGi Green Energy Technology, Cambricon Technologies and ACM Research (Shanghai).
• Interested In Other Possibilities? Uncover 14 companies that survived and thrived after COVID and have the right ingredients to survive Trump's tariffs.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "Nscale and VAST Data Unite to Build the Global Fabric for AI Accelerated by NVIDIA" from VAST Data on GlobeNewswire (published 29 October 2025)

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