New York, Jan 26, 2026, 09:38 EST — Regular session
- Shares of NVDA climbed in early U.S. trading following Nvidia’s announcement of a $2 billion investment in CoreWeave
- The deal nearly doubles Nvidia’s stake in CoreWeave, strengthening a crucial “AI factory” alliance
- Traders are focused on supply-chain indicators and Nvidia’s Feb. 25 earnings for clues on demand
Nvidia shares climbed 1.5% to $187.67 in early Monday trading after the chipmaker revealed a $2 billion investment in cloud provider CoreWeave at $87.20 per share. This move deepens their partnership around new AI data centers. CoreWeave shares surged nearly 10% in premarket action. Nvidia is acquiring about 23 million CoreWeave shares, nearly doubling its previous 6.3% stake, Reuters reports, citing LSEG data. (Reuters)
The move comes as investors focus on whether AI computing spending will sustain through 2026. For Nvidia, the key issue is how quickly cloud providers can lock in power and space — and how fast customers can start deploying Nvidia’s chips.
CoreWeave and Nvidia announced a broader partnership aimed at accelerating CoreWeave’s plan to develop over 5 gigawatts of “AI factories” by 2030 — these are data centers specialized for AI training and operations. Nvidia CEO Jensen Huang described the efforts as a “race to meet extraordinary demand.” CoreWeave CEO Michael Intrator added that the expanded collaboration “underscores the strength of demand” they’re experiencing. (NVIDIA Newsroom)
Investors are keeping an eye on the supply chain behind Nvidia’s latest systems. Samsung Electronics is set to begin production of next-generation high-bandwidth memory chips, called HBM4, next month, with plans to supply Nvidia, a source told Reuters. HBM is a key component used alongside AI accelerators. Nvidia’s CEO Jensen Huang confirmed the company’s Vera Rubin platform is already in “full production,” according to Reuters. (Reuters)
The CoreWeave deal provides traders with fresh insight into capacity, power, and component availability — key bottlenecks that can restrict shipments in the short term despite robust demand.
On Monday, Nvidia rolled out new updates to its Earth-2 lineup, showcasing expanded open models and tools designed for AI-driven weather forecasting at the American Meteorological Society’s annual meeting. In a company blog post, Nvidia highlighted a user claim of a “90% reduction in compute time” when using an Earth-2 model versus conventional methods. (NVIDIA Blog)
The CoreWeave setup is expected to stay under the microscope. Critics and investors alike have raised concerns about Nvidia’s expanding network, where it invests in clients who also purchase its chips—a dynamic often labeled “circular financing.” Nvidia, however, contends this approach speeds up infrastructure development. (MarketWatch)
A steeper drop in cloud capital spending—or setbacks in memory supply—could rapidly unravel the story. The same goes if smaller “neocloud” players are overleveraging through debt to finance their expansion.
Nvidia will unveil its fiscal Q4 2026 results on Feb. 25, per its investor events calendar. The company’s guidance is set to influence market expectations around demand for its latest platforms. Ahead of that, investors are scrutinizing this week’s memory maker updates for hints on HBM4 availability and launch timing. (Nvidia)
