Core Company Insights - Nvidia has generated significant cash flow, reaching $77 billion in free cash flow over the last 12 months, driven by soaring demand for its GPUs amid the AI boom [1] - Nvidia has increased its investment in CoreWeave to $2 billion, now owning 11.5% of the company, which has positively impacted CoreWeave's stock price [1][2] CoreWeave's Business Model - CoreWeave specializes in AI-focused data centers, renting them to major tech companies like Microsoft and Meta, benefiting from its close relationship with Nvidia [2][4] - The partnership with Nvidia allows CoreWeave access to advanced GPU technology and infrastructure, enhancing its service capabilities [4] Financial Backing and Growth Plans - Nvidia is committed to supporting CoreWeave's expansion, with an obligation to cover any unused capacity up to $6.3 billion until April 2032 [5] - CoreWeave plans to utilize the $2 billion from Nvidia to accelerate the construction of 5 gigawatts of AI data centers by 2030, although the total costs will exceed this amount [6] Debt and Financial Challenges - CoreWeave has a substantial backlog of contracts valued at $55.6 billion, which helps secure financing from lenders due to its relationship with Nvidia [7] - However, the company faces significant interest expenses, totaling $841.4 million in the first nine months of 2025, which is four times higher than the previous year, impacting profitability [8] - Operating income for CoreWeave has decreased to $43.6 million in the same period, down from $211.7 million, indicating challenges in the economics of its data center operations [8]

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 ...

We recently published 10 Big Names With Easy 10-30% Gains. CoreWeave Inc. (NASDAQ:CRWV) was one of the best performers on Tuesday. CoreWeave extended its winning streak to a third consecutive day on Tuesday, jumping 10.73 percent to close at $108.86 apiece after earning a billion-dollar backing from Nvidia Corp. In a statement, Nvidia announced the acquisition of $2 billion common shares in CoreWeave Inc. (NASDAQ:CRWV) at a price of $87.20 apiece, reflecting its confidence in the latter’s business, team ...

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 ...