NVIDIA has announced a $2 billion investment in CoreWeave, a cloud provider specializing in AI infrastructure, to jointly build AI-optimized data center campuses across the United States. The partnership includes a $450 million equity stake by NVIDIA in CoreWeave and plans to deploy multiple generations of NVIDIA hardware—including upcoming Rubin and BlueField GPUs—across facilities totaling over 5 gigawatts (GW) by 2030. (riskinfo.ai)
This strategic move effectively locks in long-term demand for NVIDIA’s chips and aligns the company’s hardware roadmap with a major cloud customer. By co-optimizing infrastructure development, NVIDIA and CoreWeave aim to accelerate the deployment of scalable, high-performance AI compute capacity, often powered by renewable energy sources.
The announcement reflects a broader industry trend toward building dedicated “AI factories”—large-scale, energy-efficient data centers tailored for machine learning workloads. As demand for AI compute continues to surge, securing infrastructure capacity has become a strategic imperative for both hardware vendors and cloud providers.
By investing directly in CoreWeave, NVIDIA is not only ensuring demand for its future GPU generations but also shaping the infrastructure landscape to support the next wave of AI innovation.
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