Nvidia(US:NVDA) 中国基金报·2026-01-26 14:11Core Viewpoints - Nvidia has invested an additional $2 billion in CoreWeave to accelerate its plan to add over 5 gigawatts of AI computing power by 2030, promoting the global adoption of AI [2] - CoreWeave's stock price surged by 9% in pre-market trading following the announcement of the investment [3] - Nvidia's investment will enhance CoreWeave's financial strength and help alleviate market concerns regarding its high-cost data center expansion [9] Investment Details - Nvidia purchased CoreWeave's Class A common stock at $87.20 per share and has previously committed to procuring over $6 billion in services from CoreWeave by 2032 [2] - The partnership includes the construction of an AI factory, utilizing Nvidia's advanced computing platform technology to meet customer demands [7] - Nvidia will assist CoreWeave in acquiring land, power, and infrastructure necessary for the AI factory [9] Strategic Plans - CoreWeave aims to deploy multiple generations of Nvidia infrastructure, including the Rubin platform, Vera CPU, and Bluefield storage systems [8] - The collaboration is based on the belief that successful AI requires the synergistic design of software, infrastructure, and operations [8] - CoreWeave's aggressive expansion plans include a target of 5 gigawatts of power, equivalent to the output of five large nuclear reactors, which can power approximately 750,000 American homes at any given time [9] Market Context - CoreWeave is recognized as a specialized cloud computing provider for AI services and went public last year, becoming one of the largest stock offerings of 2025 [8] - Despite being in a loss-making position, CoreWeave's capital expenditures significantly exceed its revenue, leading to concerns among some investors [9] - Nvidia's CEO downplays fears of an AI bubble, emphasizing the rapid adoption of new technologies and the need for sufficient computing power [9]