By Adria Cimino
Publication Date: 2026-02-01 18:10:00
Nvidia and CoreWeave have a close relationship.
CoreWeave (CRWV 6.13%) was one of 2025’s artificial intelligence (AI) success stories. The company launched an initial public offering in March and then saw its shares soar more than 300% in the months to follow. Investors got excited about CoreWeave because the company is providing a service that’s greatly needed as the AI revolution unfolds: access to top-performing AI chips. Customers clearly love the offering as they’re flocking to CoreWeave and driving its sales to triple-digit gains.
Still, CoreWeave stock stumbled later in the year amid general concern about the risk of a slowdown in AI spending — so the stock pared gains, finishing 2025 with a 79% increase. But in recent days, Nvidia (NVDA 0.72%) delivered some big news that’s clearly positive for CoreWeave. Is the stock now a buy? Let’s find out.
Image source: Getty Images.
CoreWeave and Nvidia
First, it’s important to note that CoreWeave and Nvidia have a particularly close relationship. CoreWeave’s business is essentially built around Nvidia’s graphics processing units (GPUs), the key AI chips needed for the development and deployment of AI. Other companies make AI chips, but Nvidia’s so far have steadily been ahead of the pack in terms of power and efficiency.
Some companies buy GPUs from Nvidia and set up their own data centers, but this is costly and requires a lot of time. CoreWeave gives customers a shortcut. The company, known as a GPU-as-a-Service…
