Nvidia Invests $3.8 Billion in CoreWeave and Coherent as AI Infrastructure Demand Surges
Updated
Updated · The Motley Fool · May 31
Nvidia Invests $3.8 Billion in CoreWeave and Coherent as AI Infrastructure Demand Surges
7 articles · Updated · The Motley Fool · May 31
Nvidia put $3.8 billion into AI-linked stocks in the first quarter, nearly evenly split between a larger CoreWeave stake and a new investment tied to Coherent.
CoreWeave drew about $2 billion at an average $87.20 a share, lifting Nvidia's holding to more than 47 million shares, or nearly 9%, after the partners expanded plans for over 5 gigawatts of AI data centers by 2030.
Coherent secured a $2 billion Nvidia investment alongside a multibillion-dollar supply agreement covering advanced lasers and optical networking products used in Nvidia's Spectrum-X systems.
The moves helped swell Nvidia's investment portfolio to about $18.4 billion and deepen its reach across the AI supply chain, from GPU-heavy cloud capacity to photonics needed to link thousands of chips.
As communities block new data centers, can Nvidia’s multi-billion dollar AI infrastructure bet succeed?
Can new tech like photonics and nuclear power satisfy AI's insatiable demand for energy?
Inside Nvidia’s $40B Push: How Strategic Investments in CoreWeave and Coherent Are Reshaping AI Infrastructure
Overview
CoreWeave has rapidly emerged as a major force in the AI infrastructure ecosystem by focusing on platforms that turn AI models into real-world impact. Recognized by Nvidia’s CEO for its expertise and execution, CoreWeave is committed to deploying high-performance AI models in production and has formed strategic partnerships, such as with Anthropic, to strengthen its position. As it pursues ambitious growth by building AI factories at scale, CoreWeave faces direct competition from established hyperscalers like Amazon, Microsoft, and Google. This expansion requires securing significant resources, including power, land, and regulatory approvals, highlighting both its opportunities and challenges.