PYMNTS.com·2026-01-26 17:57Core 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]