NVIDIA and CoreWeave are deepening their multi-year collaboration to accelerate buildout of AI infrastructure, targeting more than 5 gigawatts of AI factory capacity by 2030. The expanded collaboration formalizes infrastructure, software, and platform alignment as enterprise demand for AI compute continues to grow rapidly.
As part of the announcement, NVIDIA said it invested $2 billion in CoreWeave Class A common stock at $87.20 per share in a move that nearly doubles its existing stake and makes NVIDIA one of CoreWeave’s largest shareholders. NVIDIA and CoreWeave plan to work jointly on land and power procurement, facility shell buildout, and deployment of multi-generation NVIDIA accelerated computing platforms. The deal also encompasses joint testing and validation of CoreWeave’s AI-native software, including SUNK and CoreWeave Mission Control, toward tighter interoperability with NVIDIA reference architectures for cloud partners and enterprise customers.
Under the expanded cooperation, CoreWeave will deploy upcoming NVIDIA infrastructure—including the Rubin platform, Vera CPUs, and BlueField storage systems—across its platform, reinforcing both companies’ shared execution roadmap for large-scale AI production environments.
- CoreWeave plans more than 5 GW of AI factory capacity by 2030
- NVIDIA invests $2 billion in CoreWeave, increasing its equity stake
- Joint land, power, and facility infrastructure planning
- Early deployment of NVIDIA Rubin, Vera CPUs, and BlueField systems
- Joint testing/validation of CoreWeave AI software stack
“AI is entering its next frontier and driving the largest infrastructure buildout in human history,” said Jensen Huang, founder and CEO of NVIDIA.
🌐 Analysis
NVIDIA’s $2 billion equity investment builds on a history of capital commitments in CoreWeave. According to regulatory and market sources, NVIDIA initially invested approximately $100 million in CoreWeave in 2023, acquiring preferred shares that later converted to common stock during CoreWeave’s March 2025 IPO, and made additional share purchases around the time of the IPO, resulting in a roughly 7 percent stake prior to this latest round. Such early investments coincided with formal commercial ties, including a master services agreement for CoreWeave to provide infrastructure and platform services and recurring large-scale cloud capacity orders backed by NVIDIA.
CoreWeave itself evolved from a 2017-founded blockchain mining operation into a purpose-built AI cloud provider, leveraging its early access to NVIDIA GPUs to differentiate its infrastructure offerings. As of 2025, the company operated dozens of data centers across North America and Europe with a substantial fleet of NVIDIA accelerators, supported by major contracts such as multi-year cloud computing agreements with large AI developers. The 5 GW AI factory target represents a shift toward utility-scale planning for power, land, and compute deployment rather than incremental cluster expansion, aligning with industry trends that emphasize large-footprint, next-generation AI compute campuses.
The strengthened NVIDIA-CoreWeave alignment underscores NVIDIA’s dual role as silicon supplier and strategic investor while positioning CoreWeave competitively between hyperscale cloud providers and emerging AI-optimized infrastructure operators. Competitors are also securing long-term power and land commitments, reflecting the broader industry’s push to match AI compute demand with supply chain, capital, and operational execution. 🌐 We’re tracking the latest developments in AI infrastructure, data centers, and accelerated computing.
CoreWeave presentation – November 2025
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