Nvidia (NVDA) traded higher after news of a $10 billion AI infrastructure deal gave shares new momentum.
- Nvidia shares last traded at $204.66, up roughly 2.2%. The stock saw an intraday range from $199.61 to $205.61.
- Helix Digital Infrastructure is rolling out with backing from KKR, the Kuwait Investment Authority, Nvidia, and Vistra, putting up over $10 billion in committed capital.
- Nvidia is among the backers in Neura Robotics’ Series C round, which could raise as much as $1.4 billion. The deal is the latest AI-related investment.
Nvidia shares traded up on Thursday after the company released new AI infrastructure news and tech stocks bounced. NVDA last traded at $204.66, up $4.36 for the day. The company’s market cap stood near $4.99 trillion.
KKR has led a group of backers to launch Helix Digital Infrastructure. Reuters said the new company has over $10 billion committed for AI infrastructure, with Kuwait Investment Authority, Nvidia, and Vistra named as cornerstone investors.
Nvidia is now in the middle of the data-center buildout story with the Helix announcement, a key driver of its stock. The company said it will act as a strategic partner to back deployment of Nvidia DSX AI factory-focused infrastructure, with Vistra as the main power supplier for Helix projects.
Nvidia CEO Jensen Huang put the deal in terms of growing demand for AI computing, saying, “Useful AI has arrived, and demand for AI factories is extraordinary.” The announcement described Helix as a platform to coordinate data centers, power, connectivity, and infrastructure targeting hyperscale customers. Business Wire
The move higher happened as big tech rallied. The Nasdaq added 2.54% and the S&P 500 rose 1.73%, according to Investing.com. Nvidia was one of the large-cap stocks trading up during the session.
Robotics also provided a push. Neura Robotics on June 10 said it secured as much as $1.4 billion in Series C funding, with Tether, Qualcomm Technologies, Amazon, Nvidia, Bosch, Schaeffler, and the European Investment Bank among the backers.
Neura said it will use the funds to scale its “Physical AI” platform, expand cognitive robots and humanoids, and is aiming for multi-million unit robot production by 2030. The company noted it has an orderbook and deployment pipeline worth more than $1 billion. Neura Robotics
Nvidia’s move into robotics funding gives its AI business a wider reach, going past cloud data centers into real-world machines. The company’s latest earnings release said the new reporting framework adds Edge Computing hardware for agentic and physical AI, listing PCs, robotics and automotive.
Nvidia is out with fresh deal news less than a month after it posted record first-quarter fiscal 2027 revenue of $81.6 billion, an 85% jump from last year. The company also set a new high for Data Center revenue at $75.2 billion, up 92%. Nvidia added another $80 billion to its share buyback authorization and bumped up its quarterly dividend to $0.25 from $0.01.
Nvidia’s stock is still moving with investor views on AI infrastructure. Thursday’s news didn’t touch the company’s reported numbers, but it played into the same theme behind the stock rally. Demand for chips, power, data centers, and bigger AI systems remains the story.
