Shares of CoreWeave (CRWV) jumped sharply on January 26, 2026 after Nvidia (NVDA) announced a fresh US$2 billion investment in the AI cloud infrastructure provider, strengthening their strategic partnership and fueling investor optimism.
Under the expanded agreement, Nvidia purchased approximately US$2 billion worth of CoreWeave Class A common stock at about US$87.20 per share, reflecting the chipmaker’s confidence in CoreWeave’s growth strategy and long-term prospects in AI infrastructure. Nvidia’s additional stake makes it one of the company’s largest shareholders and underscores its commitment to helping build out more than 5 gigawatts of AI computing capacity, often referred to as “AI factories”, by 2030.
CoreWeave’s stock reacted positively to the news, rising as much as 9–12 percent in trading following the announcement as investors responded to the backing from one of the world’s most influential AI hardware companies. Nvidia’s investment and the broadening of the collaboration are expected to support CoreWeave’s efforts to expand data centre infrastructure, research and development, and workforce growth while deploying multiple generations of Nvidia technology, including advanced CPU and storage platforms across its cloud services.
The strategic deal highlights how Nvidia is deepening ties with specialised cloud providers to meet surging demand for AI compute resources, as enterprises and developers increasingly require high-performance infrastructure to train and deploy advanced artificial intelligence workloads.
CoreWeave stock falls 8% as company announces US$2bn convertible debt offering
