Portfolio

CoreWeave surges on $2bn Nvidia investment

By Michele Maatouk

Date: Monday 26 Jan 2026

CoreWeave surges on $2bn Nvidia investment

(Sharecast News) - CoreWeave shares shot higher on Monday after it said Nvidia was investing $2bn in the AI infrastructure provider.
The investment, which will see Nvidia buy CoreWeave class A stock at $87.20 per share, will help the company to accelerate the buildout of more than 5 gigawatts of AI factories by 2030 to advance AI adoption at global scale.

The companies plan to build AI factories developed and operated by CoreWeave using Nvidia's accelerated computing platform technology to meet customer demand. They will also leverage Nvidia's financial strength to accelerate CoreWeave's procurement of land, power and shell to build AI factories.

In addition, they will deploy multiple generations of Nvidia infrastructure across CoreWeave's platform through early adoption of Nvidia computing architectures, including the Rubin platform, Vera CPUs and Bluefield storage systems.

Nvidia founder and chief executive Jensen Huang said: "AI is entering its next frontier and driving the largest infrastructure buildout in human history.

"CoreWeave's deep AI factory expertise, platform software, and unmatched execution velocity are recognised across the industry. Together, we're racing to meet extraordinary demand for Nvidia AI factories - the foundation of the AI industrial revolution."

CoreWeave founder and CEO Michael Intrator said: "Nvidia is the leading and most requested computing platform at every phase of AI - from pre-training to post-training - and Blackwell provides the lowest cost architecture for inference.

"This expanded collaboration underscores the strength of demand we are seeing across our customer base and the broader market signals as AI systems move into large-scale production."

At 1400 GMT, CoreWeave shares were up 8.7% in pre-market trade at $101.05.

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