核心要点 2026 年 1 月 20 日，在 瑞士达沃斯举行的世界经济论坛上，CoreWeave 首席执行官迈克尔・因特拉特做客美国消费者新闻与商 业频道（CNBC）《财经论谈》节目。 英伟达宣布向人工智能基础设施供应商 CoreWeave 投资 20 亿美元后，后者股价在周一暴涨 15%。 CoreWeave 的核心营收来源是建设并出租搭载英伟达图形处理器（GPU）的算力数据中心。这类图形处 理器是训练人工智能模型和运行大规模人工智能计算任务的关键硬件。部分投资者将该公司归为 "新型 云计算服务商"，在日益紧密互联的人工智能基础设施合作网络中，CoreWeave 已成为不可或缺的关键 参与者。 事实上，英伟达早已是 CoreWeave 的主要投资方。 今年 9 月，CoreWeave 在美国证券交易委员会提交的一份文件中披露，其从英伟达获得了一笔价值至少 63 亿美元的订单。根据协议条款，英伟达有义务在 2032 年 4 月前，收购该公司 "剩余的未售出算力资 源"。 CoreWeave 于今年 3 月在纳斯达克挂牌上市，公司通过债权和股权融资的方式筹集了数十亿美元资金， 其中就包括来自英伟达的投资。 公告 ...

Nvidia (NVDA) stock has largely traded sideways since August, hovering in the $180 range amid investor concerns over the company sustaining its explosive growth trajectory, persistent chip shortages, and the significant loss of access to the lucrative Chinese market due to escalating U.S.-China trade tensions. These factors have weighed on sentiment, limiting upward momentum despite the company's artificial intelligence (AI) dominance. However, recent developments signal a potential shift: Beijing has gi ...

以下文章来源于More Than Semi ，作者mofan More Than Semi . More Than SEMI 半导体行业研究 在 AI 技术加速渗透的当下，芯片作为核心基础设施，其性能与成本的平衡直接影响着整个 AI 生态的 发展节奏。前几天高盛的一份报告中，通过构建 "推理成本曲线"，量化分析了 GPU 与 ASIC 两类芯片 的竞争态势。 一、推理成本成 AI 芯片竞争关键 AI 芯片的竞争早已不局限于单纯的性能比拼，"性价比" 成为衡量核心竞争力的关键指标，而推理阶段 的成本控制更是重中之重。对于企业和开发者而言，推理成本直接关系到 AI 应用的商业化落地可行 性；对于芯片厂商来说，能否在推理成本上形成优势，决定了其市场份额的归属。 高盛通过对比英伟达、AMD 等厂商的商用 GPU 解决方案，以及谷歌 TPU、亚马逊 Trainium 等定制化 ASIC 方案，构建了跨周期的推理成本曲线。研究发现，随着技术迭代，各类芯片的推理成本均呈下降 趋势，但不同厂商的下降幅度和竞争态势存在显著差异。这一分析框架，不仅解答了投资者对两类芯片 技术路线优劣的疑问，也为行业参与者提供了清晰的竞争坐标。 ...

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief:  Nvidia invested $2 billion in neocloud provider CoreWeave, the company said Monday. The investment marks the latest expansion of a partnership that aims to add more than five gigawatts of "AI factories" — specialized computing data centers — by 2030.  Nvidia and CoreWeave are “deepening their infrastructure, software and platform alignment” to enable greater i ...

Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN), and Alphabet (NASDAQ:GOOGL) represent 40-50% of Nvidia (NASDAQ:NVDA) revenue. Every single one is developing custom AI chips. Threat #1: Your Best Customers Are Building Your Replacement Jensen Huang has built a $4.6 trillion empire selling the picks and shovels of the AI revolution. But while he preaches accelerated computing, three existential threats aren't discussed in earnings calls. They're happening now. Google's TPUs power Bard and S ...

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 Insights - Nvidia has established itself as a significant player in the AI sector, actively investing in European startups to enhance its AI capabilities and maintain its leadership position in the industry [1][3]. Investment Trends - In 2025, Nvidia participated in 14 funding rounds for European tech companies, a significant increase from previous years, indicating a strategic focus on expanding its investment footprint in Europe [2]. - The total number of global startup rounds Nvidia invested in during the same year was 86, showcasing its aggressive investment strategy [2]. Notable Investments - Nvidia's investment in the French AI lab Mistral amounted to €1.7 billion in September, valuing the company at €11.7 billion ($13.6 billion) [5]. - The company invested $1.1 billion in Nscale in September and $433 million in October, highlighting its commitment to AI cloud computing services [6]. - Nvidia backed Quantinuum with $600 million in September, valuing the quantum computing company at $10 billion [7]. - In December, Nvidia participated in Lovable's Series B funding round, which raised $330 million and valued the startup at $6.6 billion [9]. - Nvidia also invested in Black Forest Labs, contributing to a $300 million funding round in December, valuing the company at $3.25 billion [10]. Additional Investments - Other notable investments include $180 million in N8n, $100 million in CuspAI, and $80 million in Charm Therapeutics, all occurring in September [12][13][15]. - Nvidia's participation in PolyAI's $86 million Series D in December further emphasizes its strategy to support AI-driven companies [14]. - The company made undisclosed equity investments in Cassava Technologies and Revolut, the latter being valued at $75 billion, marking it as Europe's highest valued startup [18][19].

Microsoft will help launch the Big Tech earnings season on Wednesday - ronny hartmann/Agence France-Presse/Getty Images The ongoing fourth-quarter corporate earnings season has gotten a mixed reception. By Friday, 75% of the S&P 500 companies that had reported delivered a positive earnings-per-share surprise, which is below the five-year average of 78%, according to FactSet. This may partly explain — along with geopolitical angst — why the S&P 500 SPX has been struggling to burst above the 7,000 level. ...

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... ...