TLDR
- CoreWeave stock jumped 10.8% to $103 in premarket trading after Nvidia announced a $2 billion investment at $87.20 per share
- The investment expands their partnership to build over five gigawatts of AI factories by 2030
- Nvidia purchased CoreWeave Class A common stock as part of the deal to accelerate global AI infrastructure buildout
- CoreWeave will develop AI factories using Nvidia’s Rubin platform, Vera CPUs, and Bluefield storage systems
- CoreWeave has built a revenue backlog of $55.6 billion through deals with OpenAI and Meta Platforms
CoreWeave stock rocketed higher in premarket trading Monday after Nvidia revealed a massive $2 billion investment in the AI cloud company. The stock climbed 10.8% to $103 before regular market hours.
CoreWeave, Inc. Class A Common Stock, CRWV
Nvidia purchased CoreWeave Class A common stock at $87.20 per share. The investment comes with an expanded partnership between the two companies.
The deal centers on building AI factories. CoreWeave and Nvidia plan to develop more than five gigawatts of capacity by 2030.
NVIDIA is investing $2B into CoreWeave at $87.20/share, valuing its Class A stock and deepening their GPU-first partnership. CoreWeave shares jumped ~9% premarket.
Why this matters: CoreWeave plans 5+ gigawatts of AI… pic.twitter.com/fSROsfzSFm
— Naeem Aslam (@NaeemAslam23) January 26, 2026
This is huge infrastructure. The companies are racing to meet demand for AI computing power.
Nvidia CEO Jensen Huang called it “the largest infrastructure buildout in human history.” He praised CoreWeave’s AI factory expertise and execution speed in a statement.
CoreWeave leads the “neocloud” space. These companies provide specialized cloud computing capacity for AI applications.
The company already has $55.6 billion in revenue backlog. Major customers include OpenAI and Meta Platforms.
What The Money Will Buy
The $2 billion investment will help CoreWeave secure critical resources. That includes land, power infrastructure, and facilities needed to scale quickly.
CoreWeave will use Nvidia’s latest hardware. The AI factories will run on Nvidia’s Rubin platform, Vera CPUs, and Bluefield storage systems.
The partnership goes deeper than hardware. CoreWeave will test Nvidia’s AI-native software like SUNK and Mission Control for better integration.
CoreWeave CEO Michael Intrator emphasized the importance of unified design. He noted that AI succeeds when software and infrastructure are built together.
The Nvidia Connection
This isn’t the first time Nvidia has backed CoreWeave. The chip maker maintains close ties with the cloud provider.
CoreWeave provides access to Nvidia’s advanced GPUs. This includes upcoming Blackwell and Rubin platforms.
The relationship benefits both companies. Nvidia gets a specialized cloud partner while CoreWeave gains access to cutting-edge hardware.
Wall Street remains bullish on Nvidia. Analysts have a Strong Buy consensus rating based on 39 Buy, one Hold, and one Sell recommendation.
The average price target sits at $263.44. That represents 40.37% upside potential from current levels.
CoreWeave’s stock traded at $103 in premarket Monday. That’s well above Nvidia’s purchase price of $87.20 per share.
The companies plan to work together on developing and operating the AI factory infrastructure. CoreWeave brings platform software and deep expertise to the table.
Nvidia’s investment reflects confidence in CoreWeave’s growth strategy. The $87.20 per share purchase price represents a vote of confidence in the cloud platform’s future.
The five gigawatt target by 2030 represents massive expansion. It will require securing substantial power resources and physical infrastructure across multiple locations.
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