CoreWeave
CoreWeave's entire business is built on Nvidia GPU infrastructure, making the partnership existential for CoreWeave. Nvidia's $6.3B capacity backstop and $2B equity stake guarantee CoreWeave's revenue while securing Nvidia a captive hyperscale deployment partner through 2032.
Deploys Nvidia accelerated computing at hyperscale; Nvidia invested $2B and signed a $6.3B capacity guarantee; CoreWeave will adopt Rubin, Vera CPU, and BlueField platforms as early customer
Notes
Nvidia $2B equity stake (11.5% ownership). $6.3B capacity guarantee agreement September 2025. Named technology collaboration on Rubin, Vera, BlueField. Secondary category: investment.
Milestones
- CoreWeave emerges as Nvidia's flagship AI cloud partner backed by initial equity investment
Nvidia invested $100M in CoreWeave in April 2023; CoreWeave raised $2.3B in debt collateralized by Nvidia H100 GPUs, establishing CoreWeave as the primary hyperscale deployer of Nvidia AI infrastructure.
→ www.cnbc.com - Nvidia commits $6.3B to purchase unsold CoreWeave compute capacity through April 2032
Nvidia agrees to absorb any unsold CoreWeave data center capacity through 2032, providing a $6.3B revenue backstop that enables CoreWeave to aggressively expand AI factory buildout.
→ www.hpcwire.com - Nvidia invests $2B in CoreWeave, names it early adopter of Rubin, Vera CPU, and BlueField
Nvidia makes a $2B equity investment (11.5% stake at $87.20/share) and names CoreWeave the exclusive early adopter of next-generation Rubin GPUs, Vera CPU, and BlueField platforms.
→ nvidianews.nvidia.com