NVIDIA, a leading chipmaker, has announced an additional $2 billion investment in cloud service provider CoreWeave. This investment aims to accelerate CoreWeave's infrastructure development, with the goal of adding more than 5 gigawatts (GW) of AI computing power by 2030.

As part of the deal, NVIDIA purchased Class A shares of CoreWeave at a price of $87.20 per share. The two companies plan to jointly build "AI factories," which will fully integrate NVIDIA's latest technology stack. The core hardware includes:

  • Rubin Architecture Chips: These will replace the existing Blackwell architecture.

  • Bluefield Storage System: Provides efficient data flow support.

  • Vera Series CPUs: NVIDIA's latest line of processor products.

Although CoreWeave has recently attracted attention due to its large-scale debt (totaling $18.81 billion as of September 2025), NVIDIA's support undoubtedly provides a strong boost. Since its IPO last March, CoreWeave has successfully transitioned from cryptocurrency mining to AI cloud services, attracting heavyweights such as OpenAI, Meta, and Microsoft.

NVIDIA not only provides funding but also assists CoreWeave in addressing key pain points in data center construction—acquiring land and electricity—and incorporates its software architecture into NVIDIA's reference designs. Due to this positive news, CoreWeave's stock price rose by more than 15% at one point.