Core Investment - Nvidia initially invested approximately $100 million in CoreWeave in 2023 [1] - Nvidia increased its stake around CoreWeave's IPO in March [1]

Core Investment - Nvidia has invested $2 billion into AI factory CoreWeave as part of a larger sales agreement between the two firms [1][2] Technology Integration - CoreWeave will adopt Nvidia storage platforms and CPUs, including the Rubin platform and Vera CPUs, across multiple sites [2] - The deal allows CoreWeave to leverage Nvidia's financial strength to accelerate its procurement of land, power, and shell for building AI factories [2] Capacity Goals - CoreWeave aims to reach 5 GW of AI factory capacity by 2030 [2] Market Context - Nvidia's equity stake in CoreWeave is one of the largest direct investments into an AI factory by the chipmaker this year [3] - Other cloud providers like Microsoft and Amazon are expanding their proprietary hardware offerings in competition with Nvidia [3] Market Reaction - Shares of CoreWeave (CRWV) rose 15.5% in early trading hours following the announcement [4]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - CoreWeave (CRWV) stock increased by over 13% following Nvidia's (NVDA) announcement of an additional $2 billion investment in the AI cloud company [1] - Nvidia aims to assist CoreWeave in building over five gigawatts of AI factory capacity by 2030, enhancing its AI native software and deploying multiple generations of Nvidia's AI systems [1][2] Investment Context - This new investment adds to Nvidia's existing $3.3 billion stake in CoreWeave, highlighting Nvidia's strategy of investing in "neocloud" companies focused on AI cloud offerings [3] - Nvidia's investments in its customers have raised concerns on Wall Street regarding a potential AI bubble [3] Market Dynamics - Demand for Nvidia's chips has led legacy cloud hyperscalers to turn to neoclouds for access to AI systems, with Microsoft being the largest revenue source for CoreWeave, followed by Meta and Alphabet [4] - CoreWeave's stock has risen nearly 16% for the month and 138% over the past year [4] Nvidia's Performance - Nvidia's shares experienced a slight decline on the same day, but are up 27% over the past year, despite facing uncertainties regarding its China business and geopolitical tensions affecting investor sentiment [5]

Core Points - A class action lawsuit has been filed against CoreWeave, Inc. on behalf of investors who acquired securities during the period from March 28, 2025, to December 15, 2025 [1] - Investors have until March 13, 2026, to seek appointment as lead plaintiff representative of the class [2] - CoreWeave is an AI cloud computing company that provides advanced AI infrastructure and proprietary software [2] - Following its IPO in March 2025 at $40, CoreWeave's share price peaked at $183.58 by June 20, 2025, with the company claiming robust demand for its offerings [3] - The lawsuit alleges misrepresentations regarding CoreWeave's ability to meet customer demand and downplayed risks associated with reliance on a single third-party data center provider [3] - Significant investor losses occurred when the truth about the company's situation was revealed starting in October 2025 [3]

Shares of cloud infrastructure provider CoreWeave jumped in early trading on Monday after Nvidia said it would buy $2 billion worth of the company's stock and deepen a partnership aimed at building la... ...

Core Investment and Partnership - Nvidia is investing $2 billion in CoreWeave, purchasing stock to enhance their collaboration [1] - The partnership will focus on building "AI factories" to accelerate CoreWeave's AI infrastructure development, targeting 5 gigawatts of capacity by 2030 [1] Share Price and Market Reaction - CoreWeave's share price increased nearly 10% in premarket trading following Nvidia's investment announcement [2] - Nvidia's investment was made at a price of $87.20 per share [2] Historical Context and Relationship - CoreWeave has a longstanding relationship with Nvidia, having received approximately $100 million in investment from Nvidia in 2023 [3] - Nvidia's involvement includes both equity investments and the sale of chips to CoreWeave, raising concerns about circular AI deals in the industry [3]

Core Viewpoint - Nvidia (NVDA.US) has invested an additional $2 billion in CoreWeave (CRWV.US) to accelerate its plan to add over 5 GW of AI computing capacity by 2030 [1][2] Investment Details - Nvidia acquired CoreWeave's Class A common stock at a price of $87.20 per share, marking its first independent sale of CPU chips, directly challenging Intel (INTC.US) and AMD (AMD.US) in the data center processor market [1][2] - Nvidia has previously committed to purchasing over $6 billion worth of services from CoreWeave by 2032, reinforcing its financial backing for the AI infrastructure [2] Company Background - CoreWeave, valued at approximately $47 billion, is recognized as a "neocloud" provider specializing in cloud computing solutions for AI services [2] - The company aims to reduce its reliance on Microsoft, which accounted for two-thirds of its sales in the last quarter, by expanding its customer base through partnerships with OpenAI and Meta Platforms (META.US) [5] Strategic Collaboration - Nvidia will assist CoreWeave in acquiring land and power necessary for data centers and will promote CoreWeave's AI software and architecture to cloud partners and large enterprise clients [3] - CoreWeave's ambitious goal of 5 GW of power generation is equivalent to the output of five large nuclear reactors, with 1 GW capable of powering approximately 750,000 American homes [3] Market Position and Future Outlook - Nvidia's CEO Jensen Huang emphasized the revolutionary nature of the new CPU, named Vera, and indicated that many customers would be interested in it, although he did not disclose specific names [2][4] - Nvidia's growth momentum remains strong, with projections indicating that its data center chip revenue could reach around $500 billion by the end of 2026, reflecting a more optimistic outlook than previously stated [6]

Core Points - CoreWeave's shares are rising in premarket trading due to Nvidia's increased investment in the cloud provider [1] - Nvidia is expanding its partnership with CoreWeave to accelerate the development of artificial intelligence data centers [1] - Nvidia is investing $2 billion in CoreWeave's common stock at a price of $87.20 per share [1]

Core Viewpoint - A class action lawsuit has been filed against CoreWeave, Inc. and its senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1][3]. Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure, relying on partners like Core Scientific for development [4]. Allegations of Securities Fraud - The lawsuit claims that CoreWeave misrepresented its ability to meet customer demand and concealed construction delays at its data centers, despite assurances of capitalizing on strong demand and competitive strengths [5]. Stock Performance and Impact - CoreWeave's stock experienced significant declines due to various announcements: - On October 30, 2025, the stock dropped $8.87 (over 6%) from $139.93 to $131.06 after the merger with Core Scientific was terminated due to insufficient shareholder votes [6]. - On November 10, 2025, the company lowered its guidance for revenue and capacity, leading to a drop of $17.22 (over 16%) from $105.61 to $88.39 [7]. - On December 15, 2025, reports of delays in a major data center project caused the stock to fall $2.85 (over 3%) from $72.35 to $69.50 [8].