Nvidia invests $2 billion in cloud provider CoreWeave for AI data centers

What happened: On January 26, 2026, Nvidia announced an additional $2 billion investment in GPU cloud provider CoreWeave to accelerate construction of AI data centers and deepen their strategic partnership. Nvidia says the funding will support deployment of multiple generations of its graphics processing units (GPUs) across CoreWeave’s platform; press reports confirm the investment and terms.

Technical details: The companies said the capital will target a buildout of roughly 5 gigawatts (GW) of AI-optimized capacity by 2030 to host large-scale training and inference workloads. CoreWeave will use the funds for campus construction, power and cooling infrastructure, and to scale rack-level Nvidia hardware and software stacks.

Implications: The deal expands available public-cloud GPU capacity for enterprises and startups and locks in a deep vendor-cloud alignment that could speed deployment of new Nvidia architectures on CoreWeave. The investment also raises competitive and regulatory questions as hyperscalers and specialized cloud providers compete for GPU supply and data-center power capacity.

Why It Matters

• Immediate capacity: up to 5 GW by 2030 increases public-cloud GPU availability for large-model training and inference.
• Faster hardware access: multi‑generation GPU deployments let customers reach newer Nvidia architectures sooner on CoreWeave.
• Procurement impact: IT and procurement teams should revisit capacity plans and vendor agreements as specialized GPU supply shifts toward strategic partners.
• Regulatory and site risk: monitor permitting, power-siting, and antitrust risks tied to large GW-scale AI campuses.