Nvidia made a $2 billion investment in CoreWeave during its IPO in 2025, significantly boosting the market value of AI cloud service providers. The market response after the investment has been extremely positive, outperforming many other tech companies. This move reflects the rapid expansion of the AI infrastructure market and the surging demand for enterprise-level GPU processing capabilities.
Dramatic Stock Price Changes from the $2 Billion Investment
According to NS3.AI data, CoreWeave’s stock price surged by approximately 125%. Over 11 months, the stock rose from $40 to $89, greatly surpassing the growth rates of large tech companies during the same period. This increase can be attributed to Nvidia’s strategic investment enhancing corporate confidence and high growth expectations in the AI cloud infrastructure market.
Specialized GPU cloud providers like CoreWeave are becoming essential infrastructure for generative AI companies and data center operators. The rising market valuation reflects the overall growth trend of the industry.
Nvidia’s Increased Ownership and Industry Impact
Nvidia’s ownership stake in the company increased from 11.5% to 13%. This expansion indicates Nvidia’s strong confidence in CoreWeave’s growth and has heightened retail investor interest.
However, the broader tech industry still faces structural challenges such as supply chain concentration for GPUs and intensified competition in the cloud infrastructure market. While CoreWeave’s market value continues to rise, ongoing attention is needed regarding the industry’s stability and diversification.
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Nvidia's investment in CoreWeave led to a remarkable increase in market value, with the stock price rising 125% over the course of a year.
Nvidia made a $2 billion investment in CoreWeave during its IPO in 2025, significantly boosting the market value of AI cloud service providers. The market response after the investment has been extremely positive, outperforming many other tech companies. This move reflects the rapid expansion of the AI infrastructure market and the surging demand for enterprise-level GPU processing capabilities.
Dramatic Stock Price Changes from the $2 Billion Investment
According to NS3.AI data, CoreWeave’s stock price surged by approximately 125%. Over 11 months, the stock rose from $40 to $89, greatly surpassing the growth rates of large tech companies during the same period. This increase can be attributed to Nvidia’s strategic investment enhancing corporate confidence and high growth expectations in the AI cloud infrastructure market.
Specialized GPU cloud providers like CoreWeave are becoming essential infrastructure for generative AI companies and data center operators. The rising market valuation reflects the overall growth trend of the industry.
Nvidia’s Increased Ownership and Industry Impact
Nvidia’s ownership stake in the company increased from 11.5% to 13%. This expansion indicates Nvidia’s strong confidence in CoreWeave’s growth and has heightened retail investor interest.
However, the broader tech industry still faces structural challenges such as supply chain concentration for GPUs and intensified competition in the cloud infrastructure market. While CoreWeave’s market value continues to rise, ongoing attention is needed regarding the industry’s stability and diversification.