KEY POINTS
- Nvidia’s $2 billion purchase strengthens its ongoing partnership with CoreWeave, a specialized provider of AI-focused data centers.
- CoreWeave shares jumped nearly 10 percent in early trading, reflecting investor optimism for expanded AI infrastructure growth.
- The funding will accelerate construction of “AI factories,” high density facilities designed to run large scale AI workloads efficiently.
NEW YORK — Shares of CoreWeave Inc. rose sharply in premarket trading Monday after Nvidia Corp. announced a $2 billion investment in the cloud infrastructure provider, purchasing Class A stock at $87.20 per share.
The move aims to expand CoreWeave’s ability to deliver high-capacity AI computing facilities, with a target of five gigawatts of AI data center capacity by 2030.
The investment comes as enterprises worldwide seek to scale artificial intelligence operations rapidly.
CoreWeave operates data centers optimized for Nvidia GPUs, hardware crucial for training and running large AI models.
The deal underscores the importance of securing high performance computing infrastructure as AI adoption accelerates globally.
Founded in 2017 and listed on Nasdaq in March 2025, CoreWeave has carved a niche as a “neocloud” provider, catering to the unique demands of AI workloads.
The company has signed multibillion dollar agreements with OpenAI and Meta, and in 2025 secured a $6.3 billion order from Nvidia, which includes commitments through 2032.
The term AI factory describes data centers with extremely high power density required to operate thousands of GPUs concurrently.
Five gigawatts of capacity is roughly equivalent to the annual electricity consumption of four million US homes, illustrating the scale and energy demands of modern AI infrastructure.
Michael Intrator, CEO of CoreWeave, said, “Scaling AI infrastructure requires strong partnerships and significant investment. Nvidia’s support is critical for meeting growing demand.”
Dr. Amanda Stent, senior fellow for digital innovation at the Center for Strategic and International Studies, added, “Infrastructure providers are becoming as strategically important as AI software developers.
Long term collaborations between hardware vendors and cloud specialists will shape the global AI landscape.”
| Metric | Figure | Source |
|---|---|---|
| Nvidia investment | $2 billion | CoreWeave press release |
| Share price | $87.20 per share | CoreWeave press release |
| Target AI capacity | 5+ gigawatts by 2030 | CoreWeave press release |
| Premarket stock gain | ~10% | Reuters |
Ravi Mukherjee, analyst at TechMarket Insights, said, “Demand from AI developers is outpacing current infrastructure. Nvidia’s investment signals confidence in CoreWeave’s ability to expand capacity quickly.”
Sarah Lee, CTO of CloudCompute Strategies, noted, “Clients are prioritizing predictable performance at scale. CoreWeave’s GPU focused data centers provide a clear advantage over conventional cloud providers.”
The funding positions CoreWeave to accelerate construction, secure utility agreements, and expand high capacity AI centers.
Industry observers note that building gigawatt scale facilities involves complex logistics, long lead times, and large upfront costs, making partnerships like Nvidia’s crucial for long term scalability.
Nvidia’s $2 billion investment highlights the growing significance of AI infrastructure in the global technology sector.
By increasing high performance computing capacity, CoreWeave is set to play a pivotal role in supporting next generation AI development, influencing both corporate strategies and the broader cloud ecosystem.
FAQS
1. What is CoreWeave?
CoreWeave is a cloud infrastructure provider specializing in AI focused data centers using Nvidia GPUs.
2. How much did Nvidia invest in CoreWeave?
Nvidia invested $2 billion by purchasing Class A shares at $87.20 each.
3. What are AI factories?
AI factories are high density data centers designed to run large AI workloads efficiently.
4. Why is Nvidia investing in CoreWeave?
To expand AI data center capacity and meet growing demand for AI computing infrastructure.
Author’s perspective
In my analysis, Nvidia’s $2 billion stake signals the strategic centrality of AI infrastructure in the next industrial wave.
I predict that AI factory capacity benchmarks will become an industry standard, forcing cloud providers to adopt gigawatt scale operations. For end users, faster AI services will emerge. Track GPU supply chains to anticipate market bottlenecks.
NOTE! This report was compiled from multiple reliable sources, including official statements, press releases, and verified media coverage.
