New York, Jan 27, 2026, 05:06 ET — Premarket
CoreWeave Inc (CRWV) shares climbed 5.7% to $98.31 on Monday following Nvidia’s announcement of a $2 billion investment in the AI cloud company, at a price of $87.20 per share. The deal will add roughly 23 million shares to Nvidia’s stake, making it CoreWeave’s second-largest shareholder. Pre-market trading saw the stock jump around 9% after the news broke. CoreWeave said it plans to use the funds for expanding its data centers, boosting research, and growing its workforce—not for purchasing Nvidia processors. (Reuters)
The deal is crucial because CoreWeave is deep into its costly expansion phase. The company operates data centers packed with graphics processing units, or GPUs — the chips powering AI model training and deployment — which it leases out. CoreWeave went public in March 2025 and has long been a dedicated Nvidia customer. (Business Insider)
Nvidia and CoreWeave are pushing an accelerated rollout of what they call “AI factories”—data centers tailored specifically for AI workloads. Their target: more than 5 gigawatts of AI factory capacity by 2030. CoreWeave will integrate Nvidia’s CPU and storage platforms, including Rubin and Vera CPUs plus BlueField storage, across several Nvidia system generations. “AI is entering its next frontier,” Nvidia CEO Jensen Huang said, dubbing this effort “the largest infrastructure buildout in human history.” CoreWeave CEO Michael Intrator added that the expanded partnership highlights “the strength of demand” from their customer base. (CoreWeave)
A filing with the U.S. Securities and Exchange Commission revealed CoreWeave sold 22,935,780 Class A shares to Nvidia in a private placement—a direct sale to one buyer, not the open market. The document states the deal was done under a securities purchase agreement and ties the investment to a collaboration framework between the two companies. (SEC)
The shift comes as investors prepare for a packed week in rate-sensitive tech. Wall Street awaits earnings from Apple (AAPL), Meta (META), Microsoft (MSFT) and Tesla (TSLA), seeking clues that hefty AI investments are starting to pay off. (Reuters)
But that same spending also poses a risk. CoreWeave took a hit last year as investors scrutinized how the data-center boom is being financed. “Neocloud” firms without the deep pockets of hyperscalers like Microsoft and Alphabet (GOOGL) faced the toughest questions. For CoreWeave, the Nvidia connection is a double-edged sword: it can bring steady funding but also shines a spotlight on who’s really paying for the AI buildout. (Investopedia)
Before Tuesday’s open, traders will eye if CRWV stays above the $87.20 mark Nvidia paid. The big question: will the early jump lure more buyers or trigger swift profit-taking? New updates on stake shifts or funding could also shake the stock.
On Wednesday, Jan. 28, the Federal Reserve wraps up its meeting with a policy statement, followed by Chair Jerome Powell’s press briefing. This rate guidance has been shaping demand for fast-growing AI stocks, and CoreWeave is once again caught in that flow. (Federalreserve)
