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Nvidia's CoreWeave bet seems bullish, but Jensen Huang's comment warrants caution
Invezz· 2026-01-26 17:25
CoreWeave (NASDAQ: CRWV) shares rallied on January 26th after Nvidia (NASDAQ: NVDA) announced a $2 billion investment in an artificial intelligence (AI) infrastructure firm. On the surface, it's a powerful endorsement for CRWV's ambitious plan to build "5 gigawatts†of data centers – a staggering amount of capacity vital for the exploding AI industry. However, NVDA chief executive Jensen Huang offered a subtle yet critical caveat during a CNBC interview today that warrants rethinking an investment in CoreW ...