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NVIDIA Invests $2B in CoreWeave to Scale AI Factories


NVIDIA Invests $2B in CoreWeave to Scale AI Factories
  • by: Source Logo
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  • January 28, 2026

NVIDIA and CoreWeave are expanding their collaboration to accelerate the deployment of AI factories, with CoreWeave adopting multiple generations of NVIDIA infrastructure and NVIDIA investing $2 billion in CoreWeave to support massive scaling of AI compute capacity.

Quick Intel

  • NVIDIA invests $2 billion in CoreWeave Class A common stock at $87.20 per share.
  • CoreWeave targets building over 5 gigawatts of AI factories by 2030 using NVIDIA accelerated computing platforms.
  • Collaboration includes early adoption of NVIDIA Rubin platform, Vera CPUs, and Bluefield storage systems.
  • CoreWeave’s AI-native software and reference architecture to be tested and potentially integrated into NVIDIA’s offerings for cloud partners and enterprises.
  • Partnership leverages NVIDIA’s resources to speed up CoreWeave’s acquisition of land, power, and infrastructure for AI factories.
  • Expanded relationship aims to meet surging global demand for AI compute through aligned infrastructure, software, and operations.

NVIDIA and CoreWeave are intensifying their partnership to fuel the rapid expansion of AI factories, addressing the explosive demand for AI infrastructure worldwide. The collaboration enables CoreWeave to scale its cloud platform significantly, targeting more than 5 gigawatts of AI factory capacity by 2030, all powered by NVIDIA’s advanced accelerated computing technologies.

As part of the deepened relationship, NVIDIA has made a $2 billion investment in CoreWeave Class A common stock. This move underscores NVIDIA’s strong confidence in CoreWeave’s strategy, team, and ability to deliver high-performance AI cloud services built on NVIDIA infrastructure.

Accelerating AI Factory Buildout

The partnership focuses on constructing and operating AI factories using NVIDIA’s leading platforms. CoreWeave will leverage NVIDIA’s financial backing to expedite procurement of essential resources like land, power, and physical facilities, enabling faster deployment to meet enterprise needs for large-scale AI compute.

Adoption of Next-Generation NVIDIA Technologies

CoreWeave plans to deploy multiple generations of NVIDIA infrastructure, starting with early access to upcoming architectures. This includes the Rubin platform, Vera CPUs, and Bluefield storage systems, ensuring CoreWeave’s cloud remains at the forefront of AI performance and efficiency.

Software and Platform Integration

The companies will test and validate CoreWeave’s AI-native software stack, including SUNK and CoreWeave Mission Control, for enhanced interoperability. Successful validation could lead to inclusion of these offerings in NVIDIA’s reference architectures, making them available to NVIDIA’s broader cloud partners and enterprise customers globally.

“AI is entering its next frontier and driving the largest infrastructure buildout in human history,” said Jensen Huang, founder and CEO of NVIDIA. “CoreWeave’s deep AI factory expertise, platform software, and unmatched execution velocity are recognized across the industry. Together, we’re racing to meet extraordinary demand for NVIDIA AI factories—the foundation of the AI industrial revolution.”

“From the very beginning, our collaboration has been guided by a simple conviction: AI succeeds when software, infrastructure, and operations are designed together,” said Michael Intrator, co-founder, chairman, and CEO, CoreWeave. “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.”

This strategic alignment combines CoreWeave’s purpose-built cloud operations and software expertise with NVIDIA’s dominance in AI computing. Together, they aim to deliver efficient, reliable, and scalable solutions for the most intensive AI workloads, supporting the transition of AI systems into widespread production.

About NVIDIA

NVIDIA is the world leader in AI and accelerated computing.

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