据悉，CoreWeave是首家获得英伟达Vera CPU芯片独立单元访问权的客户。 此前有传言称英伟达实际上正在考虑成为云服务提供商，与那些大量购买其芯片的客户竞争。但这一想 法被搁置，因为要在AWS和其他大型服务提供商面前获得立足点需要大量投资。 Q&A 英伟达继续发挥其雄厚的财务实力，这次向GPU云服务提供商CoreWeave投资20亿美元。 公司表示，这笔投资体现了英伟达"对CoreWeave业务、团队和增长战略的信心，CoreWeave是构建在英 伟达基础设施之上的云平台"。 CoreWeave并不是唯一一家基于英伟达基础设施构建业务的公司，亚马逊、微软、谷歌、甲骨文，以及 Lambda Labs、Crusoe、RunPod等专用GPU云服务提供商也是如此。 在这笔交易达成之前，英伟达已经拥有CoreWeave约6%的股份，这次额外投资预计将英伟达的总持股比 例提升至约9%。英伟达绝不打算成为被动股东，公司表示计划执行以下行动： 建设由CoreWeave开发和运营的AI工厂，使用英伟达技术。 利用英伟达的财务实力，加速CoreWeave在土地、电力和基础设施采购方面的进程，以建设AI工厂。 测试和验证 ...

Core View - CoreWeave's stock price increased following NVIDIA's significant investment and expanded partnership to accelerate AI data center development [1][2] Investment Details - NVIDIA will invest $2 billion in CoreWeave at a price of $87.20 per share, increasing its stake to approximately 6.6% of CoreWeave's outstanding shares [1] - The partnership includes an agreement for NVIDIA to purchase unused computing capacity from CoreWeave's customers by April 2032 [2] Strategic Plans - CoreWeave aims to build over 5 gigawatts of AI data centers by the end of the decade, which will support NVIDIA's upcoming AI systems, including the Rubin AI chip platform and Vera processors [1] - The collaboration will also involve testing and validating CoreWeave's AI software and reference architectures to offer integrated solutions to NVIDIA's cloud partners and enterprise clients [2] Market Sentiment - Analyst Amit Daryanani from Evercore ISI views the investment positively, suggesting it could improve CoreWeave's balance sheet despite concerns about "circular financing" in the AI ecosystem [1] - D.A. Davidson analyst Alex Platt raised CoreWeave's rating, citing strong demand for computing power and indicating that the stock price reflects risks associated with financing reviews and data center construction delays [3] Future Outlook - Platt notes that without catalysts to significantly reduce counterparty risk and debt concerns, CoreWeave's valuation may not rise further, but opportunities could emerge by 2026 [4] - A low-interest-rate environment could benefit CoreWeave by lowering financing costs, which would reduce the necessary returns expected by investors [4]