NVIDIA and CoreWeave announced on January 26 that they have deepened their collaboration to accelerate the buildout of large-scale AI infrastructure, including more than 5 gigawatts of AI factories planned by 2030.
As part of the expanded relationship, NVIDIA has invested $2 billion in CoreWeave by purchasing Class A common stock at $87.20 per share. The investment signals NVIDIA’s confidence in CoreWeave’s cloud platform, which is built on NVIDIA infrastructure.
The partnership addresses growing global demand for AI compute by deepening alignment across infrastructure, software and platforms. Under the agreement, CoreWeave will develop and operate AI factories using NVIDIA’s accelerated computing technologies, while NVIDIA will support CoreWeave’s procurement of land, power, and facilities to speed up construction.
The companies also plan to test and validate CoreWeave’s AI-native software and reference architecture, including SUNK and CoreWeave Mission Control. These offerings may be incorporated into NVIDIA reference architectures for cloud service providers and enterprise customers.
CoreWeave will deploy multiple generations of NVIDIA infrastructure across its platform, including early adoption of NVIDIA’s Rubin computing platform, Vera CPUs, and BlueField storage systems.
In September, CoreWeave disclosed an order worth at least $6.3 billion from NVIDIA in a filing with the US Securities and Exchange Commission. Under the agreement, NVIDIA is required to purchase any residual unsold capacity through April 2032.
CoreWeave went public on the Nasdaq in March and has since raised billions of dollars in debt and equity, including from NVIDIA.
“AI is entering its next frontier and driving the largest infrastructure buildout in human history,” said Jensen Huang, founder and CEO of NVIDIA. “Together, we’re racing to meet extraordinary demand for NVIDIA AI factories—the foundation of the AI industrial revolution.”
Michael Intrator, co-founder, chairman and CEO of CoreWeave, said demand remains strong across AI workloads. “NVIDIA is the leading and most requested computing platform at every phase of AI—from pre-training to post-training—and Blackwell provides the lowest cost architecture for inference,” he said.
The expanded collaboration builds on CoreWeave’s cloud platform and operational model, which is designed to support large-scale AI workloads for global customers.
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