Coreweave Stock Jumps 9% After Nvidia Commits $2 Billion Investment

TLDR

• Coreweave stock increased by 9% during pre-market trading on Monday.
• Nvidia invested $2 billion through the purchase of Coreweave’s Class A shares.
• The investment price per share was 87.20 dollars and the stock traded above $101 after the announcement.
• Coreweave plans to build over 5 gigawatts of AI-focused data centers by the end of the decade.
• Nvidia and Coreweave will collaborate on hardware, software, and infrastructure strategies.

Coreweave stock rose 9% in pre-market trading on Monday after Nvidia invested $2 billion through a share purchase agreement, and the move underscores their ongoing collaboration focused on scaling AI-focused infrastructure, including data centers optimized for next-generation computing workloads.

CoreWeave, Inc. Class A Common Stock, CRWV

Nvidia Invests $2 Billion Through Class A Share Purchase

Nvidia purchased CoreWeave’s Class A stock at $87.20 per share, bringing fresh capital to fuel the company’s AI infrastructure plans. This investment values CoreWeave stock above Friday’s close of $92.98 and pushes it above $101 in early pre-market activity.

The $2 billion deal strengthens Nvidia’s long-standing partnership with CoreWeave on hardware and software integration across AI workloads and data centers. Nvidia CEO Jensen Huang stated, “CoreWeave’s deep AI factory expertise, platform software, and unmatched execution velocity are recognized across the industry.”

The capital injection will help CoreWeave expand to more than 5 gigawatts of AI-specific data center capacity before the decade ends. Nvidia’s involvement supports the construction of AI factories capable of supporting intensive computing for accelerated workloads.

The funding structure aligns with Nvidia’s strategy to invest in infrastructure that supports its chip deployment and enhances performance efficiency. In return, Nvidia continues securing long-term access to compute capacity as AI demand surges across global markets.

Coreweave Stock Rallies on Expansion and Strategic Partnership

Coreweave stock saw strong movement as investors responded to Nvidia’s latest investment and long-term capacity agreement signed in 2023. In September, Nvidia agreed to purchase $6.3 billion worth of CoreWeave’s unsold compute capacity through 2032.

CoreWeave, founded in 2017 as Atlantic Crypto, pivoted from crypto mining to AI-focused cloud computing after the 2018 crypto market crash. Since then, it has scaled rapidly through partnerships, focusing on building AI-native infrastructure tailored for compute-heavy applications.

Nvidia and CoreWeave will also test the Mission Control software stack for possible integration with Nvidia’s broader ecosystem. This includes tools for resource scheduling across high-performance computing platforms in large-scale AI factories.

The two companies aim to align development efforts on both infrastructure and software to accelerate delivery of AI models and services. The collaboration spans chip architecture, scheduling platforms, and software optimization for AI workloads.

Earth-2 Update and Forward-Looking Indicators

On Monday, Nvidia also announced updates to its Earth-2 model lineup at the American Meteorological Society annual meeting. The company highlighted new open models and tools supporting AI-based weather forecasting under this initiative.

A user case reported by Nvidia claimed a “90% reduction in compute time” when using Earth-2 models compared to traditional systems. This benchmark was shared through Nvidia’s blog post released during the event.

Nvidia’s fiscal Q4 2026 results are set for release on February 25, with market watchers awaiting performance guidance.  Investors expect the report to indicate demand for Nvidia’s latest platforms and potential AI data center growth momentum.

Traders are also monitoring upcoming updates from memory chipmakers, with interest focused on HBM4 supply forecasts. Availability and pricing for memory components remain central to expansion plans for AI hardware and infrastructure providers.

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