NVIDIA announced a $2 billion investment in CoreWeave, Inc., purchasing Class A common stock at $87.20 per share. The deal is part of an expanded partnership that will see the two companies jointly build “AI factories” that leverage NVIDIA’s GPU and CPU platforms, including the upcoming Rubin architecture and Vera CPUs.
CoreWeave is a cloud‑AI infrastructure provider that has been rapidly scaling its data‑center footprint. The new capital will accelerate its plan to add more than 5 gigawatts of AI‑compute capacity by 2030, giving the company additional liquidity and strengthening its strategic partnership with the chipmaker.
The transaction reflects NVIDIA’s strategy to deepen its ecosystem by supporting AI‑infrastructure providers that can deploy its hardware at scale. CoreWeave’s focus on AI workloads aligns with NVIDIA’s push into data‑center and cloud markets, creating a virtuous cycle of demand for NVIDIA GPUs and CPUs.
The investment also positions NVIDIA to benefit from the growing demand for AI compute, as enterprises and cloud providers seek high‑performance GPU and CPU solutions. CoreWeave’s use of NVIDIA’s upcoming Rubin architecture and Vera CPUs is expected to improve performance‑per‑watt and reduce operating costs.
The partnership is expected to accelerate the deployment of AI factories, enabling faster time‑to‑market for AI applications and strengthening NVIDIA’s competitive position in the AI infrastructure market.
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