智通财经网·2026-01-26 13:57Core 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]