Americas Technology: Hardware: AI Project Pulse: January 2026 29 January 2026 | 1:57PM EST Equity Research We summarize recent announcements and developments in the AI project space across neoclouds, sovereigns, and enterprise made in January 2026. This represents select project announcements and is not indicative of the total AI infrastructure opportunity. We also include an interactive data center project cost calculator to provide a high-level framework on how to size spend by total power or number of XP ...

Nvidia (NASDAQ: NVDA) has invested $2 billion into AI factory CoreWeave (NASDAQ: CRWV), according to a CoreWeave press release, as part of a larger sales agreement between the two firms. Alongside the investment, CoreWeave will adopt Nvidia storage platforms and CPUs, including the Rubin platform and Vera CPUs, across multiple sites. The deal will also allow CoreWeave to “[l]everage NVIDIA’s financial strength to accelerate CoreWeave’s procurement of land, power and shell to build AI factories,” the press ...