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26.01.26 - 16:09
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Nvidia Ramps Up CoreWeave Investment, Another $2 Billion To Accelerate AI Factories Buildout (ZeroHedge)
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Nvidia Ramps Up CoreWeave Investment, Another $2 Billion To Accelerate AI Factories Buildout
Nvidia increased its investment in CoreWeave to accelerate the buildout of AI factories, adding more than 5 gigawatts of AI computing capacity by 2030. This builds on an existing agreement under which Nvidia has committed to buy more than $6 billion in services from the firm through 2032.
"Demand for AI continues to grow exponentially and the need for compute has never been greater. To help meet this demand, NVIDIA and CoreWeave are deepening their infrastructure, software, and platform alignment," CoreWeave wrote in a press release.
The new deal involves Nvidia purchasing $2 billion of CoreWeave Class A common stock at $87.20 per share.
Here's what the expanded Nvidia-CoreWeave collaboration means:
Build AI factories developed and operated by CoreWeave using NVIDIA's leading accelerated computing platform technology to meet customer demand.
Leverage NVIDIA's financial strength to...
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26.01.26 - 15:54
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Nvidia Just Invested Another $2 Billion Into CoreWeave. Time to Buy Again? (24/7 Wall St.)
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Nvidia (NASDAQ:NVDA) first invested approximately $100 million in CoreWeave (NASDAQ:CRWV) in 2023 and added to its stake around CoreWeave's IPO last March. In 2025, the close relationship between the two companies drew sharp criticism over potential “circular financing,” with skeptics arguing Nvidia was effectively financing demand for its own GPUs through equity investments in major ... Nvidia Just Invested Another $2 Billion Into CoreWeave. Time to Buy Again?
The post Nvidia Just Invested Another $2 Billion Into CoreWeave. Time to Buy Again? appeared first on 24/7 Wall St.....
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26.01.26 - 15:42
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Nvidia’s Unspoken Problem: 40% of Revenue Comes From Companies Developing Their Own AI Chips (24/7 Wall St.)
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Jensen Huang has built a $4.6 trillion empire selling the picks and shovels of the AI revolution. But while he preaches accelerated computing, three existential threats aren't discussed in earnings calls. They're happening now. Threat #1: Your Best Customers Are Building Your Replacement Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN), and Alphabet (NASDAQ:GOOGL) represent 40-50% of ... Nvidia's Unspoken Problem: 40% of Revenue Comes From Companies Developing Their Own AI Chips
The post Nvidia's Unspoken Problem: 40% of Revenue Comes From Companies Developing Their Own AI Chips appeared first on 24/7 Wall St.....
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26.01.26 - 15:30
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Stock Market Live Monday, January 26: S&P 500 (SPY) Little Changed Ahead of Key Earnings (24/7 Wall St.)
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Live Updates UBS Just Reiterated Buy Rating on Nvidia 8 minutes ago Live Analysts at UBS just reiterated a buy rating on Nvidia. As quoted by CNBC, the firm said, “Conversations on NVDA revolve mostly around the existential question of what will get the stock moving again – we still believe investors underappreciate how strong ... Stock Market Live Monday, January 26: S&P 500 (SPY) Little Changed Ahead of Key Earnings
The post Stock Market Live Monday, January 26: S&P 500 (SPY) Little Changed Ahead of Key Earnings appeared first on 24/7 Wall St.....
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26.01.26 - 15:18
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Jensen Huang Gets Much, Much Richer (24/7 Wall St.)
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Nvidia is the most valuable company in the world. Its success has made CEO Jensen Huang the ninth richest person in the world.
The post Jensen Huang Gets Much, Much Richer appeared first on 24/7 Wall St.....
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