By Khac Phu Nguyen
Publication Date: 2026-01-26 19:29:00
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) has moved to deepen its exposure to large-scale AI infrastructure by committing $2 billion to CoreWeave (NASDAQ:CRWV), a step that expands an existing partnership focused on building more than 5 gigawatts of AI factories by 2030. The investment was made through the purchase of CoreWeave Class A common stock at $87.20 per share and reflects a shared effort to address rising customer demand as AI systems transition toward large-scale production environments.
The companies indicated that the expanded collaboration could support the development and operation of AI factories built and run by CoreWeave using Nvidia’s accelerated computing platform technology. Nvidia’s financial resources are also expected to be used to help CoreWeave accelerate the procurement of land, power, and shell infrastructure, which could play a role in shortening buildout timelines as demand for AI capacity continues to build across the market.
CoreWeave plans to deploy multiple generations of Nvidia infrastructure across its platform, including early adoption of Nvidia’s Rubin platform, Vera CPUs, and BlueField storage systems. Earlier this month, CoreWeave said it will begin offering Nvidia’s Vera Rubin NVL72 computing platform alongside Nebius and Supermicro. Following the announcement, CoreWeave shares climbed about 15% on Monday, while Nvidia’s stock rose around 1%, possibly reflecting…
