In a significant move within the competitive landscape for artificial intelligence infrastructure, specialized cloud provider CoreWeave has gained formidable support. The company’s position as a critical service provider for compute-intensive applications has been substantially reinforced through a major strategic equity investment from industry leader Nvidia. This alliance is positioned to address the soaring global demand for computational power, essential for running advanced AI models developed by firms such as OpenAI and Meta.
A Capital Injection for Ambitious Growth
The cornerstone of this deepened partnership is a $2 billion investment from Nvidia. The transaction involved Nvidia acquiring CoreWeave shares at a price of $87.20 per share. This capital is earmarked for a specific, ambitious goal: CoreWeave intends to deploy over five gigawatts of computing capacity across a network of specialized “AI factories” by the year 2030. Achieving this target will require securing new global locations, ensuring robust power supply, and constructing state-of-the-art data centers.
The collaboration extends beyond mere financing. CoreWeave is set to receive privileged early access to Nvidia’s forthcoming technology generations. This includes the Rubin AI platform, new Vera CPUs, and BlueField storage systems. A key question for the market is the pace at which this substantial capital can be converted into operational capacity. Observers are closely watching whether the expansion can keep up with the cloud sector’s explosive growth, which is projected to surpass a $1 trillion market valuation early in 2026.
Should investors sell immediately? Or is it worth buying CoreWeave?
Robust Fundamentals Amid Market Volatility
CoreWeave’s business model, which offers flexible, on-demand GPU capacity, is currently meeting exceptionally strong market demand. Recent operational metrics highlight this momentum:
- Strategic Investment: $2 billion from Nvidia
- Q3 2025 Revenue: $1.4 billion
- Current Backlog: $55.6 billion
- 2030 Capacity Target: 5 gigawatts
Despite these impressive growth figures and the endorsement from its key hardware supplier, CoreWeave’s stock has recently faced pressure. Closing at €78.60 this past Friday, the shares trade approximately 53% below their 52-week high of €159.65, recorded on June 20, 2025. The new capital infusion may provide a stabilizing influence, as it solidifies Nvidia’s demonstrated confidence in CoreWeave’s operational roadmap.
Investors are likely to gain clearer insight into the near-term operational progress on February 18, 2026. On this date, CoreWeave is scheduled to release its official financial report for the fourth quarter of 2025. Market participants will be scrutinizing the extent to which the company’s massive order backlog is already translating into recognized revenue.
- Recent Close (Friday): €78.60
- 7-Day Change: -9.66%
- 52-Week High: €159.65 (June 20, 2025)
- Distance from 52-Week High: -53.15%
- 52-Week Low: €55.00 (December 17, 2025)
- Distance from 52-Week Low: +36.00%
- 50-Day Average: €72.90
- Distance from 50-Day Average: +2.61%
- 100-Day Average: €85.61
- RSI (14-Day): 71.1
- Volatility (30-Day, Annualized): 71.39%
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