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Nvidia Invests $2 Billion in CoreWeave, Shares Spike

Nvidia deepens its partnership with CoreWeave to scale AI infrastructure; market reports show varying intraday gains for CoreWeave stock.

Jan 26, 20266:21 PMNewsroom AI

Nvidia announced a $2 billion investment in GPU-cloud provider CoreWeave, and market reports showed a sharp positive reaction in CoreWeave’s shares. Sources reported intraday gains ranging from about 9% to 14%, with Tokenist reporting a 14% jump [1], CoinDesk reporting a roughly 9% rise [4], CryptoBriefing and Blockonomi noting premarket increases around 10%–10.8% (Blockonomi recorded a premarket price of $103) [6][2].

According to reporting, the equity investment expands the companies’ partnership to build more than five gigawatts of AI “factories” by 2030, and Nvidia purchased Class A common stock as part of the deal; CoreWeave will deploy Nvidia technologies including the Rubin platform, Vera CPUs and Bluefield storage systems to scale GPU-powered cloud services [2].

The transaction deepens an existing commercial relationship—Nvidia had previously agreed last September to purchase $6.3 billion of computing services from CoreWeave—and observers say the investment heightens competitive pressure on bitcoin miners that are pivoting toward AI infrastructure [4][3]. Separate market coverage also noted CoreWeave’s stock has recovered sharply from December lows, trading near its highest levels since November 10 in some reports [5].

The $2 billion stake formalizes Nvidia’s strategic role in CoreWeave’s growth as both firms accelerate global AI infrastructure buildout, with immediate market reaction reflected in elevated share prices across multiple reports [2][4].

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