Nvidia’s AI Infrastructure Push Accelerates on Two Fronts

Nvidia is drawing attention on two separate fronts as it presses ahead with its global AI infrastructure expansion. In the United States, a new data-center project in Nevada will be funded through a large high-yield debt deal secured by a long-term lease. At the same time, fresh details have emerged about Nvidia?s expansion ambitions in Taiwan, underscoring the rapid pace of AI compute capacity building worldwide.

A storey-high data-center initiative in Storey County is slated to be financed with a $3.8 billion high-yield bond issue. A key feature of the arrangement is a 16-year lease with Nvidia attached to the facility.

On Thursday, the offering was upsized by $150 million, signaling robust investor demand for financing tied to scaling AI computation capacity.

Project: 200-Megawatt Facility plus Substation

The funding is being arranged by a vehicle backed by asset manager Tract Capital. The proceeds are earmarked for the construction of a 200-megawatt data center and an accompanying substation.

For investors, the combination of a substantial project scope and Nvidia?s long-term tenancy appears to have made the deal attractive enough to broaden the offer.

Should investors sell immediately? Or is it worth buying Nvidia?

Taiwan Plans Become More Concrete

Earlier in the week, reports indicated Nvidia intends to invest over NT$40 billion to establish its first Overseas Headquarters in Taiwan. Citing Taipei?s mayor, the report claimed the city administration signed a contract with Nvidia on Wednesday for the project.

The investment is said to create more than 10,000 jobs?initially in construction and later in ongoing operations.

Important facts at a glance:
- Project: 200-megawatt data center + substation in Storey County, Nevada
- Financing: $3.8 billion via high-yield bonds
- Nvidia: 16-year lease for the facility
- Demand: new issue upsized by $150 million due to strong investor interest
- Taiwan: investment of > NT$40 billion, >10,000 jobs expected

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