Nvidia (NVDA) Stock Soars: Major UK Investment Deal with OpenAI Sparks Analyst Upgrade Frenzy

Nvidia just scored a game-changing partnership that's sending shockwaves through the markets.

The AI Titan's Power Move

OpenAI's massive UK investment deal positions Nvidia as the undisputed hardware backbone of the AI revolution. Analysts scramble to upgrade price targets as institutional money floods into the stock.

Market Momentum Builds

Trading volumes spike 300% as the news breaks. Short sellers get crushed while long-term holders celebrate another validation of their thesis. The deal proves corporate AI adoption isn't slowing down—it's accelerating.

Wall Street's Favorite

Every major firm now has to explain why they don't own enough NVDA. The upgrade cycle begins with price targets jumping 15-20% across the board. Because nothing makes analysts more bullish than watching their clients make money.

Another day, another reason to own the picks and shovels of the AI gold rush—while the hype traders chase the next shiny token.

TLDR

• Nvidia and OpenAI are discussing a major investment deal to develop AI data centers in the UK, potentially worth billions of dollars
• The investment announcement is expected during President Trump’s state visit to the UK next week
• D.A. Davidson analyst upgraded Nvidia stock from Neutral to Buy with a $210 price target, expecting 18.5% gains
• The UK investment involves collaboration with cloud computing firm Nscale to boost AI infrastructure
• Countries worldwide are courting US AI companies to build sovereign AI capabilities and reduce foreign technology dependence

Nvidia is moving forward with plans for a major investment in UK AI infrastructure. The chip giant is working with OpenAI on a deal that could reshape Britain’s artificial intelligence landscape.

The two companies are discussing an investment worth billions of dollars. The deal focuses on developing data centers across the UK to support AI operations.

Nvidia and OpenAI to back major UK investment in artificial intelligence https://t.co/PZ8iE9OOvd

— Financial Times (@FT) September 12, 2025

A person familiar with the discussions confirmed the talks to CNBC. The investment agreement has not been finalized yet but could be announced next week.

President Trump’s state visit to the UK next week provides the backdrop for the announcement. Nvidia CEO Jensen Huang will join Trump during the visit.

The investment involves cloud computing firm Nscale as a key partner. The three companies are still working through various processes before finalizing terms.

Stock Performance Gets Analyst Boost

D.A. Davidson analyst Gil Luria upgraded Nvidia stock this week. He moved his rating from Neutral to Buy with a new price target of $210.

The upgrade reflects expected gains of 18.5% over the next year. Luria sees continued growth in AI compute demand driving the stock higher.

The analyst believes this demand will sustain Nvidia’s growth trajectory. He acknowledges potential challenges including competition and geopolitical issues.

Wall Street maintains a Strong Buy consensus on Nvidia shares. The stock has benefited from the ongoing AI-driven bull market throughout 2025.

Global Race for AI Infrastructure

Countries around the world are competing to attract US AI companies. Governments want to build their own national AI infrastructure and reduce foreign dependence.

The concept of “sovereign AI” has become a priority for officials. This involves keeping critical AI data processing infrastructure within national borders.

Earlier this year, Huang called the UK an “incredible place to invest.” He spoke during a panel discussion with British Prime Minister Keir Starmer.

Huang said his company WOULD boost investment in the country. He described the UK as being in a “Goldilocks circumstance” for AI development.

The UK government has been actively courting major tech companies. Prime Minister Starmer has made AI development a key priority for his administration.

Nvidia’s stock closed Friday at $177.31, down 0.16% in after-hours trading. The company sits at the top of market cap rankings due to AI chip demand.