NVIDIA (NVDA)
GPU monopoly for AI training. Drives the entire DC capex cycle.
- Ticker: NVDA
- Sector: semiconductor (gpu)
NVIDIA (NVDA) is a tracked supply-chain name in the data-center buildout in the semiconductor sector. Data Center Index tracks NVIDIA's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Tracked NVIDIA data center projects
- G42 “Stargate” UAE–US AI Campus (Abu Dhabi) — 5.0 GW, Abu Dhabi, United Arab Emirates · under construction
- G42 “Stargate” UAE–US AI Campus (Abu Dhabi) — 5.0 GW, Abu Dhabi, United Arab Emirates · under construction
- MGX/Mistral AI Campus (Paris Region) — 1.4 GW, Paris, France · announced
- OpenAI Stargate UAE — 1.4 GW, United Arab Emirates · operational
- Crusoe Abilene Expansion — 941 MW, Abilene, TX · operational
- Oracle AI Cloud Infrastructure (US) — 800 MW, Hillsboro, IL · operational
- CoreWeave AI Data Centers (US) — 500 MW, Livingston, United States · operational
- Naver & NVIDIA Morocco AI Data Center (Tamesna) — 500 MW, Tamesna, Morocco · announced
- SoftBank Tomakomai AI Data Center (Japan) — 300 MW, Tomakomai, Japan · under construction
- Cyberport AI Supercomputing Centre (AISC) — Hong Kong — 50 MW, Cyberport, Hong Kong · operational