Nvidia has announced a major $2 billion investment in CoreWeave, a fast-growing AI infrastructure company, to accelerate the expansion of more than 5 gigawatts (GW) of AI computing capacity by 2030. The move strengthens Nvidia’s role in shaping the global AI cloud ecosystem while providing crucial financial backing to CoreWeave, which has faced scrutiny over its rising debt levels.
According to Nvidia, the investment was made through the purchase of Class A shares at $87.20 per share. The two companies also plan to collaborate on building next-generation “AI factories”, or large-scale data centers optimized for training and inference workloads using Nvidia’s advanced hardware and software platforms.
Boosting AI Infrastructure with Nvidia Technology
As part of the deal, CoreWeave will integrate Nvidia’s upcoming Rubin chip architecture, which is expected to replace the current Blackwell generation, along with BlueField storage systems and Nvidia’s new Vera CPU lineup. This deep integration ensures that CoreWeave’s infrastructure remains optimized for the latest AI workloads while improving performance efficiency and scalability.
Nvidia will also assist CoreWeave in securing land, power resources, and data center sites, while helping align CoreWeave’s cloud offerings with Nvidia’s reference architecture, making it easier for enterprises and cloud providers to deploy AI solutions at scale.
Supporting a High-Growth, Debt-Fueled Business Model
CoreWeave has raised significant capital to fund its rapid expansion, carrying approximately $18.81 billion in debt obligations as of September 2025, according to PitchBook. Despite concerns, CEO Michael Intrator has defended the company’s strategy, stating that aggressive investment is necessary to meet the explosive demand for AI compute and that industry partnerships are key to managing the supply-demand imbalance.
Originally a crypto mining company, CoreWeave successfully pivoted into AI infrastructure and has since emerged as a major provider of compute for AI training and inference. The company reported $1.36 billion in revenue in Q3 2025 and continues to grow its technology stack through acquisitions, including Weights & Biases, OpenPipe, Marimo, and Monolith.
Major Customers and Market Impact
CoreWeave’s customer base includes hyperscalers such as OpenAI, Meta, and Microsoft, further reinforcing its role in the AI ecosystem. Following the investment announcement, CoreWeave’s shares rose more than 15%, reflecting strong investor confidence in the company’s growth trajectory.
Strategic Importance for Nvidia
For Nvidia, the deal aligns with its broader strategy of investing heavily across the AI value chain to maintain leadership in accelerated computing. By supporting CoreWeave’s infrastructure expansion, Nvidia ensures continued demand for its GPUs, CPUs, and AI platforms while strengthening its cloud partnerships.
Nvidia’s $2 billion investment in CoreWeave marks a significant step toward scaling global AI infrastructure. With access to advanced chips, improved data center capacity, and deep cloud integration, CoreWeave is well-positioned to support the next wave of AI innovation through 2030 and beyond.
