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Nvidia Invests $2 Billion in Coreweave, Totaling $4 Billion

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  Published in Stocks and Investing on Monday, January 26th 2026 at 8:45 GMT by Bloomberg L.P.
      Locales: UNITED STATES, ISRAEL

Mountain View, CA - January 26th, 2026 - Nvidia Corporation continues to aggressively solidify its position in the burgeoning AI infrastructure market, announcing a significant $2 billion investment in Coreweave, a specialized cloud provider. This latest injection of capital brings Nvidia's total investment in Coreweave to a substantial $4 billion, signaling a deep and strategic partnership built around meeting the escalating demand for advanced AI processing capabilities. Alongside the financial commitment, Nvidia unveiled a new, currently-undisclosed chip specifically engineered to accelerate AI training and inference workloads within Coreweave's cloud environment.

Coreweave: A Specialized Cloud Provider for AI Demands

Coreweave has rapidly emerged as a key player in the cloud computing landscape, differentiating itself by focusing exclusively on providing infrastructure tailored for artificial intelligence and data analytics applications. Unlike general-purpose cloud providers, Coreweave specializes in offering bare-metal servers--powerful, dedicated hardware--optimized to run Nvidia's GPUs. This specialization has proven incredibly attractive to companies undertaking computationally intensive AI projects, which often require precise control over hardware configuration and performance.

The Strategic Partnership: Nvidia's Direct-to-Cloud Strategy

Nvidia's initial investment in Coreweave, announced in early 2024, represented a shift in the company's strategy. Traditionally, Nvidia has focused primarily on selling GPUs to data centers and system builders. However, the explosive growth in AI has created a compelling opportunity to streamline the process and sell its chips directly into specialized cloud environments like Coreweave's. This approach allows Nvidia to bypass traditional channels and have greater control over how its hardware is deployed and utilized. It also unlocks the potential for tighter integration between Nvidia's software tools and Coreweave's cloud services, leading to enhanced performance and a better user experience for AI developers.

The New Chip: Details Remain Under Wraps

While Nvidia has confirmed the existence of a new chip specifically for Coreweave, technical specifications remain scarce. Industry analysts speculate that the chip will likely incorporate advancements in Nvidia's Hopper or Blackwell architectures, potentially featuring increased memory bandwidth, specialized AI acceleration cores, and improved power efficiency. The lack of specific details suggests Nvidia may be strategically withholding information to maintain a competitive advantage, or that the chip is still undergoing final testing and refinement. The intent, however, is clear: to provide Coreweave's customers with unparalleled performance for training complex AI models and deploying high-throughput inference applications.

Expanding Data Center Capacity & Customized Environments

The $2 billion investment will enable Coreweave to significantly expand its data center infrastructure. This expansion will include increased rack space for servers, enhanced network connectivity, and improved cooling capabilities - all crucial for supporting the power-hungry demands of high-performance AI workloads. Crucially, Coreweave will continue to offer customized cloud environments, allowing Nvidia's customers to tailor their infrastructure to meet specific needs. This flexibility is a major differentiator for Coreweave and a key reason for Nvidia's ongoing investment.

Looking Ahead: The Future of AI Infrastructure

Nvidia's deepening relationship with Coreweave highlights a broader trend in the AI industry: the rise of specialized cloud providers catering to the unique needs of AI development. As AI models become increasingly complex and data volumes continue to explode, the demand for dedicated, high-performance infrastructure will only intensify. This partnership signals Nvidia's commitment to staying at the forefront of this revolution, ensuring that its GPUs are readily accessible and optimally deployed for the next generation of AI applications. The success of this venture will likely encourage other chip manufacturers to explore similar direct-to-cloud partnerships, further reshaping the AI infrastructure landscape.