CoreWeave Stock Jumps 14% After Nvidia’s $2B Investment

CoreWeave, Inc. (NASDAQ: CRWV) saw its stock surge approximately 14% on Monday, January 26, 2026, following a major announcement that Nvidia has invested $2 billion in the AI infrastructure provider. The investment reflects Nvidia’s confidence in CoreWeave’s business model and growth strategy as a specialized cloud platform built on Nvidia infrastructure.

Trading at $107.14 as of 9:48 AM EST, the stock opened at $101.82, significantly higher than Friday’s closing price of $92.98, with trading volume reaching over 15 million shares.

Nvidia Investment Signals Bigger AI Buildout Plans

Nvidia purchased CoreWeave Class A common stock at $87.20 per share, representing a discount from the previous closing price. The investment is part of an expanded collaboration designed to enable CoreWeave to accelerate the buildout of more than 5 gigawatts of AI factories by 2030 to meet growing enterprise demand.

Jensen Huang, Nvidia’s founder and CEO, described AI as “entering its next frontier and driving the largest infrastructure buildout in human history,” praising CoreWeave’s “deep AI factory expertise, platform software, and unmatched execution velocity.”

The partnership deepens infrastructure, software, and platform alignment between the two companies. CoreWeave will adopt Nvidia CPU and storage platforms and deploy multiple generations of Nvidia infrastructure, including early adoption of the Rubin platform, Vera CPUs, and Bluefield storage systems.

Additionally, the companies plan to test and validate CoreWeave’s AI-native software, including SUNK and CoreWeave Mission Control, potentially incorporating these offerings within Nvidia’s reference architectures for cloud partners and enterprise customers.

Nvidia will also leverage its financial strength to help accelerate CoreWeave’s procurement of land, power, and shell infrastructure needed to build AI factories. This expanded relationship builds on an already substantial partnership, as Nvidia disclosed a $6.3 billion order from CoreWeave in September 2025, with obligations extending through April 2032.

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Market Reaction: CRWV Jumps as Nvidia Adds Confidence

As of 9:48 AM EST on January 26, 2026, CoreWeave stock was trading at $107.14, up $14.16 or 15.23% from the previous close. The stock’s day range reached between $101.55 and $108.13, with volume surging to over 15.3 million shares compared to an average volume of approximately 28.7 million. CoreWeave’s market capitalization stood at $53.87 billion following the announcement.

The stock has demonstrated remarkable performance over longer periods, with year-to-date returns of 50.80% and a one-year return of 176.90%, significantly outpacing the S&P 500’s returns of 1.44% and 13.82% respectively. The 52-week range spans from $33.51 to $187.00, indicating substantial volatility.

Analysts currently maintain an average price target of $122.30, with estimates ranging from a low of $44.00 to a high of $208.00.

CoreWeave, which went public on Nasdaq in March 2025, operates as “The Essential Cloud for AI,” providing specialized infrastructure for AI workloads. The company has secured major contracts with tech giants including Meta ($14.2 billion) and OpenAI ($22.4 billion), positioning itself as a crucial player in the AI infrastructure ecosystem.

However, some investors have expressed concerns about the company’s high debt levels and negative earnings, with EPS at -$1.66 and a profit margin of -17.80%.

Disclaimer: The author does not hold or have a position in any securities discussed in the article. All stock prices were quoted at the time of writing.