Nvidia invests $2B in CoreWeave at $87.20/share, deepening AI partnership

NVIDIA Corporation (NVDA) announced a $2 billion strategic investment in CoreWeave (CRWV) at $87.20 per share on January 27, 2026, expanding their partnership to accelerate AI infrastructure development. The companies plan to build over five gigawatts of AI factories by 2030, with CoreWeave adopting NVIDIA's latest technologies including Rubin and Vera CPUs. CoreWeave's stock surged approximately 5.7% following the announcement, reflecting market optimism about the specialized cloud provider's growth prospects. The company reported Q3 2025 revenue of $1.4 billion, up 133.7% year-over-year, though it remains unprofitable with a $110.1 million net loss. Analysts maintain a "Moderate Buy" rating with a $124.70 average price target, representing 14.6% upside from current levels.