TLDR
- NVIDIA backs CoreWeave with $2B to speed AI data center expansion worldwide
- CoreWeave targets over 5GW AI compute growth with Nvidia-led infrastructure
- Deal integrates Rubin GPUs, Vera CPUs, and BlueField systems at CoreWeave
- Investment supports CoreWeave amid heavy debt and strong revenue growth
- Former crypto miner CoreWeave becomes key AI cloud partner for hyperscalers
NVIDIA (NVDA) stock traded at $186.35 at 1:02:55 PM EST, dropping $1.33 or 0.71% during a volatile session. The price spike earlier in the day suggested temporary gains that later reversed. However, Nvidia moved forward with a strategic $2 billion investment to boost CoreWeave’s AI infrastructure buildout.
NVIDIA’s $2 Billion Investment in CoreWeave
NVIDIA strengthened its position in the AI data center sector by acquiring CoreWeave’s Class A shares at $87.20 each. The $2 billion equity investment aims to accelerate CoreWeave’s plan to deploy over 5 gigawatts of AI compute capacity by 2030. NVIDIA and CoreWeave will also jointly develop AI data centers designed around NVIDIA’s hardware and software stacks.
This collaboration signals Nvidia’s deeper integration into AI infrastructure beyond supplying chips. The company will assist CoreWeave in securing power and land, which are essential for scaling next-generation facilities. NVIDIA also plans to embed its architecture into CoreWeave’s platform, aligning with enterprise AI offerings.
NVIDIA’s move supports the AI ecosystem it helped create while expanding control over hardware and cloud infrastructure. It benefits from CoreWeave’s customer base, which includes Meta, Microsoft, and OpenAI. The partnership sets a foundation for selling ready-built AI solutions to enterprise customers.
CoreWeave’s Use of Capital for Expansion
CoreWeave will use the capital to expand its physical and digital footprint across the U.S. and abroad. The company will invest in land, power infrastructure, and AI factory buildouts optimized for Nvidia’s chip architecture. CoreWeave will also integrate Nvidia’s BlueField storage, Vera CPUs, and upcoming Rubin GPUs.
This investment strengthens CoreWeave’s data stack, aligning its platform to offer scalable AI training and inference capabilities. NVIDIA’s involvement ensures architectural consistency and higher performance benchmarks across deployments. The partnership also supports broader adoption of Nvidia’s new chip lines.
CoreWeave aims to complete several new facilities by 2030, adding major capacity in strategic locations. It continues to target hyperscalers as clients while expanding access for smaller enterprise users. With Nvidia’s backing, CoreWeave gains both capital and credibility.
Debt Concerns and Financial Strategy
Despite expansion, CoreWeave faces pressure due to its rising debt, which totaled $18.81 billion in September 2025. The company’s strategy involves raising debt against GPU collateral to fund rapid infrastructure development. Critics flagged this model as risky, especially amid volatile interest rates and hardware cycles.
CEO Michael Intrator defended the approach, emphasizing the urgency of scaling AI infrastructure under intense market demand. He argued that collaboration among AI companies is necessary to meet evolving computing needs. NVIDIA’s backing suggests confidence in the model and its long-term potential.
CoreWeave generated $1.36 billion in Q3 revenue, showing high income relative to peers in the space. The firm has shown the ability to raise capital through debt and equity while keeping growth on track. The Nvidia deal may also ease some scrutiny by signaling institutional support.
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