Nvidia Invests Additional $2 Billion in CoreWeave for AI Factories
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
0mins
Should l Buy CRWV?
Source: Yahoo Finance
- Investment Expansion: Nvidia's additional $2 billion investment in CoreWeave aims to establish new AI factories, further solidifying its market leadership in the AI sector.
- Stock Surge: CoreWeave's shares rallied 9% following Nvidia's investment announcement, reflecting market optimism about its future growth potential and likely attracting more investor interest.
- Strategic Partnership: This investment not only strengthens CoreWeave's capital base but also fosters deeper collaboration between the two companies in AI technology research and application, enhancing overall competitiveness.
- Industry Impact: With the surge in AI demand, Nvidia's investment will accelerate CoreWeave's expansion in the data center space, further promoting the proliferation and application of AI technologies, potentially reshaping the industry landscape.
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Analyst Views on CRWV
Wall Street analysts forecast CRWV stock price to rise
25 Analyst Rating
12 Buy
13 Hold
0 Sell
Moderate Buy
Current: 95.450
Low
68.00
Averages
123.23
High
180.00
Current: 95.450
Low
68.00
Averages
123.23
High
180.00
About CRWV
CoreWeave, Inc. is a cloud infrastructure technology company. The Company offers the CoreWeave Cloud Platform, which consists of software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure. Its CoreWeave Cloud Platform is an integrated solution that is purpose-built for running AI workloads such as model training and inference. Its solutions include infrastructure services, managed software services, and application software services. Its Infrastructure Services provide its customers with access to advanced graphics processing unit (GPU) and central processing unit (CPU) compute, highly performant networking, and storage. Its Managed Software Services include CKS, a flexible virtual private cloud and a bare metal service that runs kubernetes directly on high-performance servers. Its Application Software Services build on top of its infrastructure and managed software services, integrating additional tools.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Post-IPO Stock Volatility: CoreWeave successfully went public on March 28, 2025, raising $1.5 billion at $40 per share, but its stock soared to $183.58 before plummeting due to infrastructure issues and merger failures, reflecting market concerns about its business model.
- Merger Deal Termination: On October 30, 2025, Core Scientific announced it lacked sufficient shareholder votes to approve its merger with CoreWeave, leading to a termination of the agreement and a 6.33% drop in CoreWeave's stock price, indicating diminished market confidence in its growth prospects.
- Revenue Guidance Downgrade: During the Q3 2025 earnings call on November 10, 2025, CoreWeave lowered its revenue guidance due to delays from a third-party data center developer, resulting in a 16.31% stock price drop, highlighting significant challenges in meeting customer demand and potential impacts on future investor confidence.
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- Overstated Revenue Capacity: The lawsuit claims that CoreWeave downplayed significant delays in infrastructure development, as management touted 'rapid scaling,' while actual construction timelines were pushed back, jeopardizing its multibillion-dollar revenue expectations.
- Significant Investor Losses: Following a guidance cut, the stock crashed 16% on November 11, and further negative reports led to additional declines, wiping out billions in shareholder value, prompting Hagens Berman to urge affected investors to report their losses promptly.
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- Failed Acquisition Impact: CoreWeave's failure to acquire Core Scientific and delays in bringing data centers online, along with media reports, revealed the true state of its operations, exacerbating investor losses significantly.
- Legal Consultation Opportunity: The Schall Law Firm offers free consultations and encourages affected investors to reach out to discuss their rights, noting that the class has not yet been certified, meaning investors are not represented by an attorney during this period.
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- Class Action Filed: Pomerantz LLP has initiated a class action lawsuit against CoreWeave and certain executives in the Western District of Texas, representing investors who purchased CoreWeave securities between March 28 and December 15, 2025, seeking damages for violations of federal securities laws, which could negatively impact the company's reputation and stock price.
- Post-IPO Stock Volatility: CoreWeave successfully went public on March 28, 2025, raising $1.5 billion at $40 per share, but its stock soared to $183.58 before plummeting due to infrastructure issues and merger failures, reflecting market concerns about its business model.
- Merger Deal Termination: On October 30, 2025, Core Scientific announced it lacked sufficient shareholder votes to approve its merger with CoreWeave, leading to a termination of the agreement and a 6.33% drop in CoreWeave's stock price, indicating diminished market confidence in its growth prospects.
- Revenue Guidance Downgrade: During the Q3 2025 earnings call on November 10, 2025, CoreWeave lowered its revenue guidance due to delays from a third-party data center developer, resulting in a 16.31% stock price drop, highlighting significant challenges in meeting customer demand and potential impacts on future investor confidence.
See More
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- Class Action Alert: Hagens Berman is initiating a class action against CoreWeave, alleging that the company and its executives misled the market about its ability to scale AI infrastructure, resulting in significant investor losses.
- Severe Market Reaction: CoreWeave's market capitalization plummeted by approximately $14 billion due to severe delays at its Denton, Texas data center, indicating a drastic loss of investor confidence in the company's operational health.
- Overstated Revenue Capacity: The lawsuit claims that CoreWeave downplayed significant delays in infrastructure development, as management touted 'rapid scaling,' while actual construction timelines were pushed back, jeopardizing its multibillion-dollar revenue expectations.
- Significant Investor Losses: Following a guidance cut, the stock crashed 16% on November 11, and further negative reports led to additional declines, wiping out billions in shareholder value, prompting Hagens Berman to urge affected investors to report their losses promptly.
See More
CoreWeave Faces Class Action Lawsuit Reminder for Investors
- Class Action Reminder: The Schall Law Firm reminds investors of a class action lawsuit against CoreWeave for violations of securities laws, concerning trades from March 28 to December 15, 2025, with a deadline to contact the firm by March 13, 2026.
- False Statements Allegations: The complaint alleges that CoreWeave made false and misleading statements to the market, claiming it could meet customer demand while downplaying the risks of relying on a single third-party vendor, resulting in investor losses when the truth emerged.
- Failed Acquisition Impact: CoreWeave's failure to acquire Core Scientific and delays in bringing data centers online, along with media reports, revealed the true state of its operations, exacerbating investor losses significantly.
- Legal Consultation Opportunity: The Schall Law Firm offers free consultations and encourages affected investors to reach out to discuss their rights, noting that the class has not yet been certified, meaning investors are not represented by an attorney during this period.
See More
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Best Trade in 2026: The most profitable investment strategy in 2026 has been to buy semiconductor stocks while selling software companies.
Performance of Semiconductor Stocks: The iShares Semiconductor ETF has increased by 19% in 2026, following a 40% gain in 2025.
Struggles of Software Companies: In contrast, software companies have faced significant losses, with the iShares Expanded Tech-Software Sector ETF down 22% this year.
Quarterly Decline: The software sector also experienced an 8% decline in the fourth quarter of the previous year.
See More
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NVIDIA's Recent 13F Filing: NVIDIA has released its latest 13F SEC filing, revealing its investments and trades during Q4 2025, highlighting its strategic moves in the AI and semiconductor sectors.
Intel and Synopsys Holdings: Intel and Synopsys have become NVIDIA's top holdings, with NVIDIA increasing its exposure to these companies, which are crucial in the electronic design automation industry.
Market Impact and Stock Performance: Following NVIDIA's filing, Intel's stock surged nearly 50%, benefiting from NVIDIA's $2 billion purchase of shares, while Synopsys also saw a significant increase in its stock value.
Strategic Partnerships: NVIDIA is deepening its relationships with Intel and Synopsys, focusing on strategic alignment to enhance its position in the CPU market and accelerate design processes, while also divesting from smaller companies.
See More
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- Class Action Notice: The Gross Law Firm has issued a notice to shareholders of CoreWeave, Inc. (NASDAQ:CRWV), encouraging those who purchased shares during the class period from March 28, 2025, to December 15, 2025, to contact the firm regarding potential lead plaintiff appointment.
- Allegations Overview: The complaint alleges that during the class period, defendants made materially false and misleading statements and failed to disclose the risks associated with CoreWeave's reliance on a single third-party data center supplier, which could materially impact the company's revenue.
- Registration Deadline: Shareholders must register by March 13, 2026, to participate in the class action, and upon registration, they will receive updates throughout the case lifecycle, ensuring they stay informed about the proceedings.
- Law Firm Credentials: The Gross Law Firm is a nationally recognized class action law firm committed to protecting investors' rights who have suffered losses due to deceit and illegal business practices, emphasizing the importance of responsible corporate conduct.
See More
