NVIDIA Invests $2 Billion in CoreWeave to Power AI Factory Expansion

Santa Clara / New York — NVIDIA has announced a strategic $2 billion investment in CoreWeave, a fast-growing AI cloud infrastructure provider, reinforcing their partnership to scale next-generation AI data centers—often referred to as “AI factories.” The investment is aimed at meeting the surging global demand for AI compute and strengthening the backbone of large-scale artificial intelligence workloads.

Strengthening the AI Infrastructure Ecosystem

The investment significantly increases NVIDIA’s stake in CoreWeave and positions the chipmaker as a key partner in the development of high-density, AI-optimized data centers. These AI factories are purpose-built to support massive training and inference workloads required by advanced generative AI models, enterprise AI applications, and research initiatives.

CoreWeave plans to use the capital to rapidly expand its global data center footprint, with a long-term goal of adding multiple gigawatts of AI-optimized capacity by 2030. The facilities will be tightly integrated with NVIDIA’s full-stack AI platform, including GPUs, networking, and software.

Strategic Importance for NVIDIA

For NVIDIA, the investment represents a deeper move into AI infrastructure beyond hardware manufacturing. By aligning closely with a specialized cloud provider, NVIDIA ensures its latest and future architectures are deployed at scale in environments designed specifically for AI performance and efficiency.

This approach also helps NVIDIA support customers who require alternatives to traditional hyperscale cloud providers, offering more flexible, high-performance AI computing options.

Rising Demand for AI Factories

The announcement comes amid explosive growth in demand for AI compute, driven by generative AI, large language models, autonomous systems, and enterprise AI adoption. Industry analysts note that existing cloud capacity is struggling to keep pace, accelerating the need for dedicated AI data centers purpose-built for energy efficiency, cooling, and high-performance workloads.

Industry Impact

The NVIDIA–CoreWeave partnership highlights a broader industry trend: closer collaboration between chipmakers, infrastructure providers, and software platforms to deliver end-to-end AI solutions. As competition intensifies in the AI infrastructure market, investments like this are expected to reshape how AI computing power is built, delivered, and consumed.

Looking Ahead

With this $2 billion investment, NVIDIA and CoreWeave are positioning themselves at the center of the AI infrastructure boom. As AI adoption accelerates across industries, their expanded AI factory network could play a critical role in powering the next decade of artificial intelligence innovation.