The Daily Dig:
NVIDIA and CoreWeave announced an expanded partnership to build more than 5 gigawatts of AI factories by 2030. NVIDIA is investing $2 billion by purchasing CoreWeave Class A common stock at $87.20 per share. This strengthens the commercial relationship between the two companies.
The deal focuses on infrastructure, software, and platform delivery. CoreWeave will build and operate AI factories using multiple generations of NVIDIA accelerated computing platforms. NVIDIA will use its financial strength to help CoreWeave accelerate procurement of land, power, and shell capacity. The companies also plan to test and validate CoreWeave's AI native software and reference architecture, including SUNK and CoreWeave Mission Control.
Investment Snapshot:
Operator / Builder: CoreWeave
Strategic Partner / Equity Investor: NVIDIA
Sector: AI factories (large-scale AI compute facilities)
Investment: $2 billion equity investment (Class A common stock)
Stock Purchase Price: $87.20 per share
Target Capacity: More than 5 gigawatts by 2030
Build Enablement Mentioned: Land, power, and shell procurement
Software / Architecture Mentioned: SUNK; CoreWeave Mission Control NVIDIA
Platforms Mentioned: Rubin platform; Vera CPUs; BlueField storage systems
TheJobWalk Thoughts:
The most important part of this release is the focus on land, power, and shell. That's where AI factory schedules usually slip. It's where scale either works or falls apart. If CoreWeave wants a multi gigawatt pipeline, execution will likely depend on repeatable site strategies and early utility coordination. Not one-off custom builds.
