Core Investment and Capacity Expansion - Nvidia has invested $2 billion in CoreWeave to enhance the data center company's AI computing capacity, aiming to add over 5 gigawatts by 2030 [1] - Nvidia purchased CoreWeave's Class A shares at $87.20 per share as part of the investment [1] Product Integration and Technological Advancements - CoreWeave will integrate Nvidia's products, including the new Rubin chip architecture, Bluefield storage systems, and the Vera CPU line [2] - Nvidia will assist CoreWeave in acquiring land and power for data centers and will collaborate on integrating AI software and architecture into Nvidia's reference architecture for cloud businesses [7] Financial Position and Business Model - CoreWeave has raised significant debt, with $18.81 billion in obligations as of September 2025, while reporting $1.36 billion in revenue for Q3 [3] - The CEO has defended the company's debt-funded business model, emphasizing collaboration in the AI industry to address supply and demand changes [4] Strategic Acquisitions and Partnerships - Since its IPO in March last year, CoreWeave has made several acquisitions, including Weights & Biases, OpenPipe, Marimo, and Monolith, to enhance its technology stack [4] - CoreWeave has expanded its cloud partnership with OpenAI and counts major hyperscalers like OpenAI, Meta, and Microsoft as customers [5][4] Market Reaction and Industry Impact - Following the announcement of the deal, CoreWeave's shares increased by over 15% [7] - Nvidia continues to be a significant player in the AI boom, making numerous investments to support the rapid development of AI technology [8]