英伟达砸20亿美元 加码布局数据中心 技嘉、纬创等可望受惠

Group 1 - Nvidia has invested $2 billion in data center operator CoreWeave to accelerate the addition of over 5GW of AI computing power by 2030 [1][2] - CoreWeave's stock surged 14% on January 26, reflecting positive market sentiment towards the investment and the strengthened relationship with Nvidia [1] - Nvidia's stake in CoreWeave increased from approximately 6% to a more significant position, with plans to purchase over $6 billion in services from CoreWeave by 2032 [1] Group 2 - Nvidia CEO Jensen Huang stated that the investment serves as a vote of confidence in CoreWeave's growth, management, and business model [2] - CoreWeave, a newly listed "neocloud" provider, will benefit from Nvidia's financial support, alleviating concerns about its heavy spending on data centers [2] - The investment will enable CoreWeave to procure land and power for data centers and promote its AI software and architecture to cloud partners and large enterprise clients [2]