BNP Paribas Delivers Bullish Message for Nvidia Stock Investors

Vertiv (VRT) and Nvidia developed a method to reduce AI data center power and cooling setup time from 120 to 48 days. Vertiv estimates this could boost AI token output by 30% in the first year. VRT shares rose 4% to $212.51 on Oct. 21. The approach is being tested in a 41-megawatt Norway project. Vertiv's Q3 earnings report is scheduled for Oct. 28.

Nvidia (NVDA) shares fell 3.8% to $213.51 after introducing DSX POD, a modular AI-factory design aimed at reducing deployment time from six months to 14 days. Partners include Dell, HPE, and Lenovo, with deliveries expected in early 2027. GuruFocus notes strong fundamentals but warns of valuation concerns.

QumulusAI (QMLS) expanded its equipment lease financing with Tech Finance Co. to $123.6M for NVIDIA Blackwell GPUs, up from $26M in May 2026. The 3-year leases cover GPU purchases for AI infrastructure, with TFC funding 85-90% of costs. QumulusAI avoids equity dilution and retains flexibility to acquire or return equipment at lease end.

Mercedes-Benz and NVIDIA are expanding their partnership to develop advanced driver assistance systems and automated driving technologies over the next decade. They will combine Mercedes-Benz's automotive expertise with NVIDIA's AI and computing capabilities, focusing on SAE Level 4 automation and automated luxury robolimousines. The collaboration will utilize NVIDIA's Hyperion architecture and Mercedes-Benz's MB.OS operating system, aiming to enhance safety and driving capabilities.

Nvidia launched Minerva, AI operations software that monitors GPU clusters in data centers to detect and predict failures. It consolidates alerts and offers an AI assistant for troubleshooting. IREN is using it, and IBM, Tesla, and others plan to adopt it. Nvidia may invest up to $2.1B in IREN.

Samsung Electro-Mechanics and NVIDIA will expand production of AI chip substrates in South Korea. The multiyear deal includes dedicated manufacturing at sites in Sejong and Busan. Samsung expects double-digit annual growth in shipments to NVIDIA starting in 2026, with NVIDIA-allocated production becoming a significant share of its capacity by 2028. Reports suggest Tesla and NVIDIA may invest 3.7 trillion won in the project, though this has not been confirmed.