ALPHATON CAPITAL EXPANDS AI MARKET INFRASTRUCTURE WITH 504 NVIDIA BLACKWELL B200 GPU COMPUTERS
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 17 2026
0mins
Should l Buy NVDA?
Source: moomoo
- Deployment Announcement: Alphaton Capital has announced the deployment of 504 NVIDIA Blackwell B200 GPU computers.
- Purpose of Deployment: The deployment is aimed at enhancing infrastructure for AI market applications.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 184.890
Low
200.00
Averages
264.97
High
352.00
Current: 184.890
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Market Segments Growth: The company experienced significant growth across critical markets, particularly in data centers, automotive, and gaming, with data center revenue accounting for over 90% of total revenue and growing by 75% year-over-year.
Future Projections: Analysts project continued strong performance for NVIDIA, forecasting $78 billion in revenue for Q1 FY 2027, reflecting a 14.7% sequential increase and a 77% year-over-year growth, excluding China.
Investor Sentiment and Stock Outlook: Analysts maintain a bullish outlook on NVIDIA's stock, with a consensus target price suggesting significant upside potential, supported by strong cash flow and a healthy balance sheet, positioning the company well for future growth.
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- Fiscal Deficit Pressure: The U.S. may need to refund up to $175 billion in tariff revenue, exacerbating an already ballooning deficit projected to hit $1.85 trillion, which, while not directly impacting stocks, could raise government debt interest rates and increase borrowing costs for companies.
- AI Investment Risks: Despite expectations that the top four hyperscalers will invest $700 billion in AI data center equipment, such capital expenditures come with significant risks, particularly as hardware depreciation could drag on earnings long-term, and the market's reaction to AI spending is becoming cautious.
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- Fiscal Deficit Pressure: The U.S. may need to refund up to $175 billion in tariff revenues, exacerbating an already ballooning deficit projected to reach $1.85 trillion, and while this deficit doesn't directly affect stocks, it could lead to rising government debt rates, making stocks less attractive compared to bonds.
- AI Spending Risks: Although the top four hyperscalers are expected to invest $700 billion in AI data center equipment, such massive expenditures could lead to rapid obsolescence of hardware, increasing long-term depreciation expenses that may drag down corporate earnings.
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See More
NVIDIA's AI Growth Continues to Surge Following Impressive Q4 Results
NVIDIA's Q4 Earnings Performance: NVIDIA's Q4 earnings report for fiscal 2026 shows strong revenue growth driven by AI, with a revenue of $68.3 billion, surpassing market expectations and indicating robust cash flow and investment potential.
Market Segments Growth: The company experienced significant growth across critical markets, particularly in data centers, automotive, and gaming, with data center revenue accounting for over 90% of total revenue and growing by 75% year-over-year.
Future Projections: Analysts project continued strong performance for NVIDIA, forecasting $78 billion in revenue for Q1 FY 2027, reflecting a 14.7% sequential increase and a 77% year-over-year growth, excluding China.
Investor Sentiment and Stock Outlook: Analysts maintain a bullish outlook on NVIDIA's stock, with a consensus target price suggesting significant upside potential, supported by strong cash flow and a healthy balance sheet, positioning the company well for future growth.
See More
Nvidia's Q4 Results Exceed Expectations Significantly
- Strong Performance: Nvidia reported an adjusted earnings per share of $1.62 for the quarter ending January 25, with revenue soaring 73% year-over-year to $68.13 billion, significantly exceeding Wall Street's forecast of $65.91 billion, indicating robust market demand and execution.
- Data Center Revenue Surge: Data center revenue reached $62.13 billion, surpassing expectations of $60.36 billion, reflecting a surge in enterprise demand for AI computing, further solidifying Nvidia's leadership in the AI sector.
- Optimistic Outlook: The company anticipates revenue of $78 billion for the upcoming fiscal first quarter, excluding any revenue from China, showcasing confidence in global markets while also indicating a cautious stance towards the Chinese market.
- Dividend Announcement: Nvidia declared a quarterly dividend of $0.01 per share to be paid on April 1, enhancing investor confidence and demonstrating the company's ability to return value to shareholders supported by strong cash flow.
See More
Analysts Claim Nvidia is Massively Undervalued
- Market Underestimation: Dan Ives from Wedbush Securities pointed out that Wall Street analysts have severely underestimated Nvidia's valuation, particularly ahead of the upcoming fourth-quarter earnings report, indicating a neglect of the company's potential.
- Surge in AI Demand: Ives emphasized that with the skyrocketing demand for artificial intelligence, Nvidia's chips play a crucial role in driving the AI revolution, making its future earnings pivotal.
- Performance Expectations: Ives anticipates a 'gold medal performance' from Nvidia, reflecting not only his confidence in the company's strong earnings but also potentially influencing investor perceptions of its stock.
- Stock Price Reaction: At the time of writing, Nvidia's shares were trading 2% higher, indicating a positive market response to the optimistic expectations surrounding the upcoming earnings report and analyst sentiments.
See More
Trump's Policies Create Market Uncertainty Ahead
- Tariff Uncertainty: Trump's trade policies have led to an 8% drop in the dollar index last year, eroding U.S. stock market gains relative to other currencies, which analysts believe will impact companies' future production plans and investment decisions.
- Fiscal Deficit Pressure: The U.S. may need to refund $175 billion in tariff revenue, potentially pushing the already ballooning deficit to $1.85 trillion this year; while the deficit doesn't directly affect stocks, it could lead to rising interest rates, increasing borrowing costs for companies and compressing profit margins.
- AI Spending Risks: Although the top four hyperscalers are expected to invest $700 billion in AI data center equipment, such capital expenditures may incur long-term depreciation expenses that could negatively impact profitability, especially as the market begins to punish large spenders.
- Investor Strategy: During market volatility, maintaining a long-term investment perspective is the safest strategy, as U.S. markets have historically rebounded from severe downturns, prompting investors to focus on profitable companies with reasonable valuations to mitigate risks.
See More
U.S. Tariff Policy Risks Intensify Amid Economic Uncertainty
- Tariff Policy Impact: Trump's tariff policies have led to an 8% drop in the dollar index last year, eroding U.S. stock market gains relative to other currencies, thereby increasing market uncertainty and affecting companies' future planning and production capacity allocation.
- Fiscal Deficit Pressure: The U.S. may need to refund up to $175 billion in tariff revenue, exacerbating an already ballooning deficit projected to hit $1.85 trillion, which, while not directly impacting stocks, could raise government debt interest rates and increase borrowing costs for companies.
- AI Investment Risks: Despite expectations that the top four hyperscalers will invest $700 billion in AI data center equipment, such capital expenditures come with significant risks, particularly as hardware depreciation could drag on earnings long-term, and the market's reaction to AI spending is becoming cautious.
- Long-Term Investment Strategy: While market volatility can be stressful, historically, U.S. markets have always rebounded, and investors should focus on companies with strong profitability and reasonable valuations to mitigate the risk of sustained losses, considering the 10 potential stocks recommended by Motley Fool.
See More
Two Reasons Stocks Could Crash Under Trump in 2026
- Tariff Uncertainty: Trump's trade policies have led to an 8% drop in the dollar index last year, eroding U.S. stock market gains relative to other currencies, which analysts believe will hinder companies' future planning and production capacity allocation, potentially slowing economic growth.
- Fiscal Deficit Pressure: The U.S. may need to refund up to $175 billion in tariff revenues, exacerbating an already ballooning deficit projected to reach $1.85 trillion, and while this deficit doesn't directly affect stocks, it could lead to rising government debt rates, making stocks less attractive compared to bonds.
- AI Spending Risks: Although the top four hyperscalers are expected to invest $700 billion in AI data center equipment, such massive expenditures could lead to rapid obsolescence of hardware, increasing long-term depreciation expenses that may drag down corporate earnings.
- Negative Market Reaction: As investor concerns over AI spending grow, share prices of major spenders like Amazon and Oracle have fallen by 7% and 24%, respectively, and if consumer-facing AI companies fail, the market could react extremely negatively to the misallocation of capital.
See More
