Summary of CoreWeave and NVIDIA Partnership Expansion Company and Industry Overview - **Company**: CoreWeave - **Industry**: Software, specifically focused on AI infrastructure and cloud computing - **Partnership**: Expansion of partnership with NVIDIA Key Announcements - CoreWeave announced a multi-pronged expansion of its partnership with NVIDIA, focusing on: 1. Building out an additional **>5 GW** of AI infrastructure by **2030** [2] 2. Enhancing CoreWeave's ability to secure land, power, and shells for AI factories [2] 3. Integrating software and monetization strategies, allowing CoreWeave to offer software to NVIDIA's cloud partners and enterprise customers [2] 4. Gaining access to NVIDIA's compute systems, including the Rubin platform, Vera CPUs, and Bluefield storage systems [2] - NVIDIA invested **$2 billion** in CoreWeave's Class A common stock at a price of **$87.20** per share [2] Management Insights - Management highlighted the significant demand for AI compute and the partnership's impact on software monetization opportunities [3] - Emphasis on the early stage of the partnership, with a conservative near-term outlook but overall optimism regarding CoreWeave's software capabilities [3] Investor Takeaways 1. The tighter relationship with NVIDIA differentiates CoreWeave from other cloud providers, enhancing its financial and technological partnership [7] 2. NVIDIA's investment strengthens CoreWeave's balance sheet and validates the demand for AI infrastructure [7] 3. The partnership extends CoreWeave's software monetization efforts by making its software available to global cloud service providers and enterprises [7] Economic and Technological Impact - The partnership deepens economic and technological ties, allowing CoreWeave to monetize its software more effectively [8] - NVIDIA's industry relationships are expected to accelerate CoreWeave's infrastructure build-out in a supply-constrained market [8] - CoreWeave's software solutions are validated by NVIDIA's internal use, enhancing its market position [8] Risks and Considerations - Questions remain regarding CoreWeave's visibility in contracting the additional **5 GW** of infrastructure and its competitive edge in software across multiple clouds [8] - Potential risks include normalization in AI demand and trends affecting the useful life of AI servers [13] Financial Overview - **Market Capitalization**: **$48.947 billion** [5] - **Current Stock Price**: **$98.31** (as of January 26, 2026) [5] - **Price Target**: **$99.00** [5] - **52-Week Range**: **$187.00 - $33.52** [5] Conclusion The expansion of the partnership between CoreWeave and NVIDIA represents a significant strategic move in the AI infrastructure space, with potential for enhanced software monetization and infrastructure development. However, investors should remain cautious of the associated risks and market dynamics.

英伟达以每股87.20美元的价格购买了价值20亿美元的CoreWeave A类普通股，这是继9月份63亿美元投 资之后的又一笔大手笔投资。 Q&A 近几个月来，CoreWeave一直在积极扩张业务。9月份，该公司与Meta签署了142亿美元的协议，并扩大 了与OpenAI的合作合同，据报道价值224亿美元。 最新的投资还将帮助测试和验证CoreWeave的AI原生软件和参考架构，包括SUNK和CoreWeave任务控 制系统，并使这些产品能够纳入英伟达为云和企业客户提供的参考架构中。 CoreWeave联合创始人、董事长兼首席执行官迈克尔·因特拉托表示："当软件、基础设施和运营协同设 计时，AI才能成功。这种扩大的合作突显了我们在客户群中看到的强劲需求，以及AI系统转向大规模 生产时更广泛的市场信号。" 9月份，CoreWeave参与了一项价值150亿美元的英国AI基础设施建设计划，该计划还包括Nscale、英伟 达和OpenAI。该计划包括在全球部署30万块英伟达GPU。 然而，HyperFrame Research分析师兼首席执行官史蒂文·迪肯斯对CoreWeave向最终用户交付价值的能力 仍存疑问。迪肯 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 【导读】AI又来利好！ 来源：中国基金报 记者 泰勒 大家好，关注一下AI圈的利好消息，英伟达又出手了。 1月26日晚间，英伟达向CoreWeave追加投资20亿美元，以帮助加快其到2030年新增超过5吉瓦人工智能 计算能力的计划，推动CoreWeave加速建设"AI工厂"，从而在全球范围内推进AI的规模化采用。 此外，英伟达以每股87.20美元的价格购买了CoreWeave的A类普通股。作为合作的一部分，CoreWeave 将成为首批部署英伟达即将推出产品的公司之一，其中包括存储系统以及一款新的中央处理器 （CPU）。英伟达此前已是CoreWeave的投资方，并且曾同意在2032年之前从CoreWeave采购超过60亿 美元的服务。 这笔交易也是英伟达利用其雄厚资源推动更广泛AI产业发展的最新例证。作为全球市值最高的公司之 一，英伟达已承诺向AI公司投入数百亿美元，为使用其产品建设的新基础设施提供资金支持。 消息出来之后，CoreWeave盘前股价直线拉涨9%。 | 收盘价 01/23 16:00:00 (美东) | | 暨 72 2 ...