Nvidia Invests $2 Billion in CoreWeave to Boost AI Infrastructure
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
0mins
Should l Buy NVDA?
Source: CNBC
- Investment Expansion: Nvidia announced a $2 billion investment in CoreWeave aimed at supporting the development of over 5 gigawatts of data center capacity by 2030, further solidifying its leadership in AI infrastructure.
- Positive Stock Reaction: CoreWeave issued nearly 22.94 million shares at $87.20 each in a private placement, with the stock surging 16.8% post-announcement, reflecting strong market confidence in Nvidia's strategic investments.
- Deepening Technology Integration: CoreWeave will implement Nvidia's Vera CPU and BlueField storage, enhancing its AI factory capabilities and ensuring competitive advantages in the future AI market.
- China Market Outlook: Nvidia CEO Jensen Huang reiterated that while current financial forecasts do not include revenue from China, demand for H200 chips remains strong, with hopes to re-enter the Chinese market and expand business opportunities.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 171.880
Low
200.00
Averages
264.97
High
352.00
Current: 171.880
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
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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