New York, Jan 27, 2026, 08:51 EST — Premarket
- Shares of Nvidia edged up about 0.4% in premarket trading, rebounding slightly after Monday’s 0.6% drop.
- Nvidia announced an additional $2 billion investment in AI cloud firm CoreWeave, nearly doubling its stake in the company.
- Wednesday’s earnings from Microsoft and Meta will be in the spotlight, as traders look for clues on AI spending and data center demand.
Nvidia shares edged up about 0.4% to $187.22 in premarket Tuesday, after slipping 0.6% to $186.47 in the prior session. (StockAnalysis)
The stock has become a live barometer for how long the AI build-out will last. Investors are hunting for signs that big clients will keep pouring money into data centers—and, just as importantly, into the GPUs that drive large AI model training and operations.
This week brings a mixed picture. Nvidia is ramping up investment in the infrastructure behind its chips, even as major customers work on alternatives and try to loosen Nvidia’s grip on the software that keeps developers tied to its ecosystem.
On Monday, Nvidia announced a $2 billion investment in CoreWeave, becoming the AI infrastructure firm’s second-largest shareholder. The transaction involves roughly 23 million shares at $87.20 apiece, nearly doubling Nvidia’s stake as the two ramp up their U.S. data-center collaboration. CoreWeave said the capital will fund land acquisition, power capacity, R&D, and staffing—not Nvidia processors. CEO Michael Intrator highlighted the deal as a sign of “strong demand” from its clients. (Reuters)
Microsoft, a major Nvidia customer, has launched its second-generation Maia 200 AI chip alongside a new software suite that includes Triton, an open-source alternative to Nvidia’s CUDA platform. The Maia 200 is set to debut in a data center in Iowa, with a second site planned in Arizona, the company said. This development comes as cloud giants such as Google and Amazon Web Services boost their own chip projects, intensifying the competition Nvidia faces. (Reuters)
All eyes turn to earnings season. Microsoft and Meta report Wednesday, with Alphabet and Amazon up next week. Reuters says these tech giants aim to ramp AI spending by 30%, pushing total investments past $500 billion this year. David Wagner, head of equities at Aptus Capital Advisors, pointed out, “Proprietary ecosystems … are tough to penetrate.” (Reuters)
Nvidia took a step deeper into software, revealing three open-source AI models aimed at speeding up weather forecasting. Mike Pritchard, director of climate simulation research at the company, said that “once trained, AI is 1,000 times faster.” He added this could lower costs for sectors like insurance by making extensive “ensemble” forecasts — multiple scenario runs to predict rare events — more affordable. (Reuters)
Traders are watching to see if Nvidia can leverage its chip dominance into steady demand throughout the wider ecosystem — from cloud capacity and software tools to AI model production pipelines. Deals such as CoreWeave expand capacity and access, but they also bring financing and construction risks linked to the AI boom.
The risk is clear. Should megacaps slow their data-center expansions, or if rival software stacks and in-house chips make bigger dents than expected, Nvidia’s pricing power and growth narrative could take a hit—long before quarterly revenue feels the impact.
Microsoft and Meta are set to report earnings this Wednesday, with investors focused on any shifts in AI spending or cloud demand. Nvidia is scheduled to drop its fourth-quarter fiscal 2026 results on Feb. 25. (Nvidia)
