This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief:  Nvidia invested $2 billion in neocloud provider CoreWeave, the company said Monday. The investment marks the latest expansion of a partnership that aims to add more than five gigawatts of "AI factories" — specialized computing data centers — by 2030.  Nvidia and CoreWeave are “deepening their infrastructure, software and platform alignment” to enable greater i ...

Core Points - A class action lawsuit has been filed against CoreWeave, Inc. on behalf of investors who acquired securities during the period from March 28, 2025, to December 15, 2025 [1] - Investors have until March 13, 2026, to seek appointment as lead plaintiff representative of the class [2] - CoreWeave is an AI cloud computing company that provides advanced AI infrastructure and proprietary software [2] - Following its IPO in March 2025 at $40, CoreWeave's share price peaked at $183.58 by June 20, 2025, with the company claiming robust demand for its offerings [3] - The lawsuit alleges misrepresentations regarding CoreWeave's ability to meet customer demand and downplayed risks associated with reliance on a single third-party data center provider [3] - Significant investor losses occurred when the truth about the company's situation was revealed starting in October 2025 [3]

麦肯锡报告预测，2028年全球AI推理市场规模将达1500亿美元，2025-2028年复合年增长率超40%。智 算作为承接推理爆发的核心基础设施，将迎来前所未有的市场增量空间。金山云星流平台此次通过提升 平台效率、突破行业边界、加速推理布局的三维进阶，为迎接AI应用爆发做好了充分准备。申万宏源 称，AI 拉动与生态协同效应将在未来持续释放。 智通财经APP获悉，周一，金山云(KC.US)盘前涨6%，报13.08美元。消息面上，金山云高级副总裁刘涛 在1月21日举办的金山云年度Tech Talk上表示，智算平台金山云星流已完成从资源管理平台向一站式AI 训推全流程平台的战略升级。从训推平台、机器人平台到模型API服务，升级后的金山云星流平台构建 了从异构资源调度、训练任务故障自愈到机器人行业应用支撑、模型API服务商业化落地的全链路闭 环。 ...

Shares of cloud infrastructure provider CoreWeave jumped in early trading on Monday after Nvidia said it would buy $2 billion worth of the company's stock and deepen a partnership aimed at building la... ...

Core Investment and Partnership - Nvidia is investing $2 billion in CoreWeave, purchasing stock to enhance their collaboration [1] - The partnership will focus on building "AI factories" to accelerate CoreWeave's AI infrastructure development, targeting 5 gigawatts of capacity by 2030 [1] Share Price and Market Reaction - CoreWeave's share price increased nearly 10% in premarket trading following Nvidia's investment announcement [2] - Nvidia's investment was made at a price of $87.20 per share [2] Historical Context and Relationship - CoreWeave has a longstanding relationship with Nvidia, having received approximately $100 million in investment from Nvidia in 2023 [3] - Nvidia's involvement includes both equity investments and the sale of chips to CoreWeave, raising concerns about circular AI deals in the industry [3]

Core Points - CoreWeave's shares are rising in premarket trading due to Nvidia's increased investment in the cloud provider [1] - Nvidia is expanding its partnership with CoreWeave to accelerate the development of artificial intelligence data centers [1] - Nvidia is investing $2 billion in CoreWeave's common stock at a price of $87.20 per share [1]

Core Investment and Market Reaction - Coreweave (CRWV) shares increased by 9% in pre-market trading following Nvidia's (NVDA) $2 billion investment aimed at enhancing Coreweave's development of next-generation data centers for AI workloads [1] - The investment was made through the purchase of CoreWeave's Class A stock at $87.20 per share, facilitating the company's goal to scale up to over 5 gigawatts of AI-dedicated data centers by the end of the decade [1] Stock Performance - CRWV closed at $92.98 on Friday, and with the pre-market gain, the stock is now trading just above $101 [2] - Nvidia's shares experienced a slight decline of 0.5% in pre-market trading [2] Strategic Collaboration - Nvidia's investment not only provides financial support but also strengthens a long-term collaboration between the two companies, aligning their hardware, software, and data center strategies [2] - The partnership includes testing CoreWeave's software stack, particularly its resource scheduling platform Mission Control, for potential integration into Nvidia's broader ecosystem [2] Company Background - CoreWeave, originally established as a bitcoin mining company in 2017 under the name Atlantic Crypto, shifted its focus to cloud computing and AI following the cryptocurrency market crash in 2018 [3] - Nvidia previously entered into a $6.3 billion agreement with CoreWeave in September to purchase unsold computing capacity through 2032 [3] Industry Recognition - CoreWeave's expertise in AI factory development, platform software, and execution speed has been acknowledged across the industry, as stated by Jensen Huang, Nvidia's founder and CEO [3]

Core Viewpoint - A class action lawsuit has been filed against CoreWeave, Inc. and its senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1][3]. Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure, relying on partners like Core Scientific for development [4]. Allegations of Securities Fraud - The lawsuit claims that CoreWeave misrepresented its ability to meet customer demand and concealed construction delays at its data centers, despite assurances of capitalizing on strong demand and competitive strengths [5]. Stock Performance and Impact - CoreWeave's stock experienced significant declines due to various announcements: - On October 30, 2025, the stock dropped $8.87 (over 6%) from $139.93 to $131.06 after the merger with Core Scientific was terminated due to insufficient shareholder votes [6]. - On November 10, 2025, the company lowered its guidance for revenue and capacity, leading to a drop of $17.22 (over 16%) from $105.61 to $88.39 [7]. - On December 15, 2025, reports of delays in a major data center project caused the stock to fall $2.85 (over 3%) from $72.35 to $69.50 [8].

Core Viewpoint - Amazon.com, Inc. (NASDAQ:AMZN) has seen flat share performance over the past year, with a year-to-date increase of 3.6%, while analysts express mixed sentiments regarding its growth potential in retail and advertising sectors [2]. Group 1: Stock Performance and Analyst Ratings - Amazon's shares are flat over the past year and have increased by 3.6% year-to-date [2]. - TD Cowen raised its share price target for Amazon to $315 from $300, maintaining a Buy rating, citing potential growth in advertisement spending [2]. - Bernstein has a $300 share price target and an Outperform rating, highlighting growth potential in Amazon's cloud business and retail margins [2]. Group 2: Competitive Landscape and Consumer Behavior - Jim Cramer emphasized the competitive pressure Amazon faces from Walmart, particularly in attracting price-conscious customers [2][3]. - Cramer noted that Amazon's offerings allow consumers to "trade down," which could be beneficial in the current economic climate [3]. Group 3: Advertising Business Insights - More than 60% of Amazon's customers plan to increase their advertisement spending, indicating a positive outlook for Amazon's advertising business [2].

Core Insights - The article highlights the shift in enterprise demand for cloud services from resource elasticity to intelligent, secure, and scenario-based capabilities, marking a new phase in cloud services with the introduction of Phanthy Cloud by Paradigm Intelligence [1][8] Group 1: Product Overview - Phanthy Cloud represents a comprehensive cloud solution that integrates AI engineering, industry modeling, and resource scheduling, addressing the urgent market need for quickly deployable and continuously evolving intelligent cloud platforms [3] - The platform features a three-layer architecture: cloud layer, computing power layer, and capability layer, providing a full-stack solution from resource management to intelligent application [5] Group 2: Technical Features - The cloud layer supports seamless compatibility with public, private, and hybrid deployment models, ensuring security and compliance for enterprise clients while maintaining elasticity [5] - The computing power layer incorporates a high-performance heterogeneous vGPU scheduling engine, enhancing resource utilization and delivery efficiency in multi-team and fluctuating load scenarios [5] - The capability layer integrates Paradigm's decade-long AI core competencies, including a model ecosystem that addresses common challenges in domestic replacement processes, significantly reducing selection and integration cycles for enterprises [6][7] Group 3: Strategic Positioning - Phanthy Cloud aims to transform intelligent capabilities into a new type of enterprise infrastructure, focusing on building usable, trustworthy, and evolvable enterprise-level intelligent systems [8] - The platform's release is a critical step for Paradigm Intelligence in enabling businesses to construct their own AI capability stacks with lower barriers, higher efficiency, and more robust pathways [8]