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NVDA to invest $2 billion in CoreWeave
Posted on 1/26/26 at 7:42 am
Posted on 1/26/26 at 7:42 am
quote:CNBC
Shares of CoreWeave
popped 10% in premarket trading on Monday after Nvidia
announced it has invested $2 billion in the artificial intelligence infrastructure provider.
Nvidia purchased CoreWeave Class A common stock at $87.20 per share, according to a release. The share price is a discount from Friday’s closing price of $92.98.
“CoreWeave’s deep AI factory expertise, platform software, and unmatched execution velocity are recognized across the industry,” Nvidia CEO Jensen Huang said in a statement. “Together, we’re racing to meet extraordinary demand for NVIDIA AI factories—the foundation of the AI industrial revolution.”
CoreWeave primarily generates revenue by building and renting out data centers that are full of Nvidia’s graphics processing units, which are key for training models and running large AI workloads. The company, which some investors have classified as a “neocloud,” has become a crucial player in an increasingly interconnected web of AI infrastructure partners.
Nvidia is already a major CoreWeave backer.
In September, CoreWeave disclosed an order worth at least $6.3 billion from Nvidia in a filing with the U.S. Securities and Exchange Commission. Nvidia has an obligation to buy the “residual unsold capacity through April 2032, according to the agreement.
2
Posted on 1/26/26 at 8:19 am to bigjoe1
Bingo?
Posted on 1/26/26 at 8:53 am to Suntiger
The size of these investments is wild. I don't love all the cross-pollination of investments.
Posted on 1/26/26 at 9:11 am to bigjoe1
I feel like we have done this before 
Posted on 1/26/26 at 10:23 am to Suntiger
I can't buy AI from Walmart yet, so it probably makes sense that AI companies are doing development and business with each other to cultivate AI. I'm not sure who else they would do it with. I like my local Home Depot, but they don't seem to be suitable partner for AI.
I'm obviously tongue-in-cheek here, but the graphic you've posted, while interesting, doesn't concern me as an investor.
I'm obviously tongue-in-cheek here, but the graphic you've posted, while interesting, doesn't concern me as an investor.
Posted on 1/26/26 at 10:28 am to RoyalWe
quote:
I can't buy AI from Walmart yet
AI products are readily available to the masses and is one click away.
General public is clearly not spending on AI products at this time. Which makes sense since the current model basically is growth driven for free
Posted on 1/26/26 at 10:34 am to UltimaParadox
Growth-driven for free is perfectly acceptable in this phase of the game. I would be more concerned if AI actually was a failure and would not provide productivity gains or other services that it's forecasted to do. The winners will come out of this and it will be monetized as time advances.
Posted on 1/26/26 at 11:28 am to Suntiger
NVDA is funding with cash, not shitty debt. The only debt concerns are OpenAI and Oracle, but Oracle’s debt is looking better recently. OpenAI’s profits are starting to appear capable of ramping to maintain their debt. Don’t think there’s a bubble risk unless AI fails to make expected growth
Posted on 1/26/26 at 12:16 pm to RoyalWe
quote:
Growth-driven for free is perfectly acceptable in this phase of the game
Unfortunately growth in the paid segment is not only slowing it is being reported declines are starting to appear.
quote:
Recently, we estimate, the employment-weighted share of Americans using AI at work has fallen by a percentage point, and now sits at 11% (see chart 1). Adoption has fallen sharply at the largest businesses, those employing over 250 people. Three years into the generative-AI wave, demand for the technology looks surprisingly flimsy.
quote:
Even unofficial surveys point to stagnating corporate adoption. Jon Hartley of Stanford University and colleagues found that in September 37% of Americans used generative AI at work, down from 46% in June. A tracker by Alex Bick of the Federal Reserve Bank of St Louis and colleagues revealed that, in August 2024, 12.1% of working-age adults used generative AI every day at work. A year later 12.6% did. Ramp, a fintech firm, finds that in early 2025 AI use soared at American firms to 40%, before levelling off. The growth in adoption really does seem to be slowing.
quote:
According to a poll of executives by Deloitte, a consultancy, and the Centre for AI, Management and Organisation at Hong Kong University, 45% reported returns from AI initiatives that were below their expectations. Only 10% reported their expectations being exceeded. A study by McKinsey, another consultancy, argued that for most organisations, the use of AI has not yet significantly affected enterprise-wide profits.
Economist Source
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