NVIDIA and CoreWeave announced they are expanding their long-running collaboration to accelerate the buildout of more than 5 gigawatts of “AI factories” by 2030, positioning the companies to meet surging demand for AI compute at a global scale.
As part of the expanded relationship, NVIDIA is investing $2 billion in CoreWeave Class A common stock at a purchase price of $87.20 per share, which the companies said reflects NVIDIA’s confidence in CoreWeave’s growth strategy as a cloud platform built on NVIDIA infrastructure.
The companies said the deeper alignment spans infrastructure, software, and platform roadmaps. CoreWeave plans to build and operate AI factories using NVIDIA’s accelerated computing platforms, while NVIDIA’s financial backing is expected to help CoreWeave accelerate procurement of key inputs such as land, power, and shell capacity required for large-scale data center development.
The partnership also aims to bring CoreWeave’s AI-native software and reference architecture into closer interoperability with NVIDIA’s ecosystem. The companies said they will test and validate CoreWeave offerings including SUNK and CoreWeave Mission Control, with the goal of working toward inclusion within NVIDIA reference architectures used by NVIDIA cloud partners and enterprise customers.
On the hardware side, CoreWeave said it will deploy multiple generations of NVIDIA infrastructure across its platform, including early adoption of NVIDIA’s Rubin platform, Vera CPUs, and Bluefield storage systems. CoreWeave also highlighted Blackwell as a key architecture for inference economics as customers move AI systems into broader production use.
KEY QUOTES
“AI is entering its next frontier and driving the largest infrastructure buildout in human history. CoreWeave’s deep AI factory expertise, platform software, and unmatched execution velocity are recognized across the industry. Together, we’re racing to meet extraordinary demand for NVIDIA AI factories — the foundation of the AI industrial revolution.”
Jensen Huang, Founder and CEO, NVIDIA
“From the very beginning, our collaboration has been guided by a simple conviction: AI succeeds when software, infrastructure and operations are designed together. 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. This expanded collaboration underscores the strength of demand we are seeing across our customer base and the broader market signals as AI systems move into large-scale production.”
Michael Intrator, Co-Founder, Chairman, and CEO, CoreWeave
