Nvidia on Monday released three open-source artificial intelligence models aimed at helping create better weather forecasts, faster. ...

(Bloomberg) --Nvidia Corp. is offering new open-source software and models designed to help governments and businesses more easily use artificial intelligence and complex data to build their own weather forecasting systems.Processing ContentThe chipmaker's new Earth-2 platform includes a pair of AI-based weather models designed to generate more accurate two-week weather predictions and "nowcasts," ultra short-term insights into where storms and other severe weather might have an impact six hours in advance, ...

>> "BLOOMBERG TECH" IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH. " COMING UP, NVIDIA INVESTED ADDITIONAL $2 BILLION IN COREWEAVE, EXPANDING THEIR PARTNERSHIP TO ACCELERATE THE BUILDOUT OF AI FACTORIES. CAROLINE: PLUS, CONTINUING THE ACQUISITION SPREE AS THE QUANTUM COMPANY BUYS A CHIPMAKER, SKY WANTED TECHNOLOGY, IN A DEAL WORTH $1.8% BILLION. ED: GIVING UP FOR BIG TECH EARNINGS, META, MICROSOFT, TESLA, APPLE ALSO TO REPORT EARNINGS ...

Key Takeaways Shares of CoreWeave jumped on Monday after the cloud computing company extended its partnership with Nvidia, a tie-up that last year helped fuel Wall Street's AI bubble debate. The companies on Monday announced they had expanded their partnership to accelerate CoreWeave's development of AI data centers operating on Nvidia's technology stack. Nvidia, which invested $250 million in CoreWeave during its IPO last March, agreed to invest an additional $2 billion in the company as part of the deal. ...

Market Overview - U.S. equities are showing a modest advance as investors navigate a busy week with crucial corporate earnings reports and a Federal Reserve meeting [1] - Major U.S. market indexes are trending positively, with the S&P 500 up 0.6%, the Dow Jones Industrial Average increasing by 170 points (0.3%), and the Nasdaq Composite also gaining 0.6% [2] Sector Performance - A shift in sector performance is noted, with a rotation towards energy, materials, staples, and industrials, which had previously lagged behind technology and communications stocks [3] - The technology sector is projected to contribute 60% of total earnings per share (EPS) growth in 2026, driven by AI infrastructure buildout, while the financials sector is also expected to be a strong contributor [4] Industry News - The airline sector faced declines due to widespread flight cancellations from a winter storm, with United Airlines down 0.9% and Southwest Airlines up 0.5% [5] - Natural gas futures surged by 4.5% due to cold weather following the winter storm [5] Upcoming Events - The Federal Reserve's FOMC meeting is set for January 27, with interest rate decisions expected to maintain the current range of 3.50-3.75% [7] - Earnings season is intensifying, with 103 S&P 500 companies reporting this week, including major tech firms like Apple, Microsoft, Meta Platforms, and Tesla [8][9] Economic Data - November durable goods orders increased by 5.3%, indicating a resilient economy, which may temper expectations for immediate Fed rate cuts [11] - The U.S. Conference Board Consumer Confidence Index for January is due for release, along with updates to the Producer Price Index (PPI) [11] Stock Movements - CoreWeave shares jumped 9.7% after Nvidia invested $2 billion in the company, while USA Rare Earth shares rose 11.4% following U.S. government investment commitments [13] - Microsoft stock gained 1.5%, while Nvidia slipped 0.5%. Apple is noted as the worst performer among the "Magnificent Seven" in 2026 [14] - Intel shares fell approximately 6% after a poor outlook, and Capital One Financial Corporation slid 7.6% after a profit miss [14] Geopolitical Influences - Geopolitical developments, including tariff threats and potential government shutdowns, are contributing to market uncertainty [15]

The deal does two things: It gives CoreWeave "early access†to Nvidia's new central processing unit (CPU) and other products; and pits Nvidia up against Intel and Advanced Micro Devices as direct competitors, according to a report from LinkedIn News. "AI is entering its next frontier and driving the largest infrastructure buildout in human history,†Jensen Huang, founder and CEO of Nvidia, added. "CoreWeave's deep AI factory expertise, platform software, and unmatched execution velocity are recognized across ...

Key Takeaways America's heavy-hitting "Magnificent 7†stocks have driven years of market gains. That may not continue to be the case. This year has started with a mixed showing from the grouping of some of America's biggest tech stocks, which accounted for over 40% of the S&P 500's roughly 18% total return in 2025. Google parent Alphabet (GOOGL) is up some 5% since 2026 began, while Amazon (AMZN) is up about 4%. Tesla (TSLA), Meta (Meta), and Nvidia (NVDA) are little changed. Microsoft (MSFT) and Apple (AAPL ...

Core Viewpoint - Nvidia CEO Jensen Huang dismissed concerns regarding circular financing related to Nvidia's $2 billion investment in CoreWeave, labeling such suggestions as "ridiculous" [1][2]. Investment Details - Nvidia is expanding its investment in CoreWeave by purchasing $2 billion worth of shares, which will support CoreWeave's efforts to procure land, power, and infrastructure for building AI factories powered by Nvidia's chips [2][3]. - Huang emphasized that Nvidia's investments represent a small percentage of the total capital required by these companies for their AI expansion plans, citing OpenAI's commitment to spend approximately $1.4 trillion over the next eight years on data centers [3][4]. Company Reputation and Financial Health - Nvidia has previously addressed concerns about its financial stability, particularly in response to investor Michael Burry's critiques, asserting that its underlying business is economically sound and that its reporting is transparent [4][5]. - The company has expressed its commitment to maintaining a reputation for integrity amidst scrutiny, contrasting its situation with historical examples from Silicon Valley [5].

Core Viewpoint - CoreWeave has expanded its partnership with Nvidia to accelerate the development of over 5 gigawatts of AI data centers by 2030, with Nvidia investing $2 billion in CoreWeave stock [2][3] Partnership Details - The collaboration aims to enhance AI infrastructure, with Nvidia's investment highlighting the demand for AI systems moving into large-scale production [3] - Nvidia CEO Jensen Huang noted that while the $2 billion investment is significant, the total funding required to support the 5 gigawatts of data centers is much larger [4] Industry Insights - Research indicates that AI infrastructure needs may be influenced more by early architectural choices rather than unavoidable technical constraints, suggesting a potential shift in how AI systems are deployed [4][5] - Smaller models and localized data processing are becoming more prevalent, with Nvidia suggesting that small-language models could handle 70% to 80% of enterprise tasks, creating a two-tier structure for operationalizing AI [6]

The relationship between Nvidia Corp. (NASDAQ:NVDA) and CoreWeave, Inc. (NASDAQ:CRWV) has far surpassed the traditional vendor-customer dynamic. Monday's $2 billion investment cements CoreWeave as Nvidia's go-to lab for next-generation infrastructure experiments.CRWV stock is climbing. See the chart and price action here. While hyperscalers like AWS and Google increasingly move toward their own custom chips, CoreWeave has stayed Nvidia-native. CoreWeave serves as the tip of the spear for Nvidia's deployment ...