Nvidia expands partnership with CoreWeave with $2 billion investment to build ‘AI factories’
Nvidia said it will invest $2 billion in CoreWeave and deepen its collaboration with the AI cloud provider as the companies plan a large-scale buildout of data center capacity through 2030. The deal highlights the escalating capital demands of AI infrastructure and the strategic importance of compute and power.
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A bigger bet on specialized AI cloud capacity
Nvidia announced on January 26, 2026 that it is investing $2 billion in CoreWeave and expanding the companies’ collaboration to accelerate the buildout of large-scale AI data centers. The partners said the effort is aimed at enabling more than 5 gigawatts of capacity by 2030—an aggressive target that reflects how quickly demand for AI computing has grown across enterprises and cloud platforms.
The investment, priced at $87.20 per share, signals Nvidia’s continued push to strengthen the ecosystem around its hardware and software stack. CoreWeave has positioned itself as a specialized provider focused on workloads that require high-performance accelerators, and the expanded partnership underscores the role “neocloud” firms can play alongside hyperscalers as customers seek flexible, GPU-heavy infrastructure.
As part of the broader alignment, the companies said CoreWeave will integrate additional Nvidia platforms across its offerings. That includes deeper coordination around next-generation systems and data-center components designed to support AI training and inference at scale, with a focus on speeding deployment and improving efficiency in increasingly power-constrained environments.
Why it matters
The announcement illustrates the economics of modern AI: large models and enterprise deployments require enormous up-front investment in compute, networking, and energy. For Nvidia, backing a key infrastructure partner helps ensure that customers can actually access the chips and systems needed to build new applications, while also reinforcing a hardware-software platform strategy that ties together compute, storage, and cloud delivery.
- Nvidia invested $2 billion in CoreWeave at $87.20 per share
- Partnership targets more than 5 gigawatts of AI data-center capacity by 2030
- The move highlights the rising capital and power demands of AI infrastructure
With AI adoption accelerating, the pace of data-center buildouts—and the ability to secure power, sites, and supply chains—may become as important as chip performance. The Nvidia-CoreWeave deal places both companies at the center of that race.