USD 500k
01-24

$CoreWeave, Inc.(CRWV)$   

Nvidia Deepens CoreWeave Bet: Follow Jensen?
NVIDIA announced a $2B equity investment in CoreWeave at $87.20 per share, sending CoreWeave up 5%. Nvidia has already committed $6B+ in service purchases. By backing CoreWeave’s plan to build 5GW of AI compute by 2030, Nvidia is converting future GPU sales into quasi-internal demand—just as hyperscalers accelerate in-house chip development. Notably, CoreWeave will be the first to deploy Nvidia’s new standalone CPU “Vera." Does Nvidia ecosystem create defensible demand? With CoreWeave back to $100, is it a buy or take-profit timing now? Buy NVIDIA or its concept stocks?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment