Discussion

• @firstadopter Tae Kim on x

  Jensen on @SquawkStreet discussing Nvidia's supply chain advantage. They have been planning for this current ramp for years, working with TSMC on wafers and CoWoS capacity, and with memory makers. “We're looking forward to a giant scale out this year” “In the next several

• @joealbanosa Joe Albano on x

  CoreWeave's looking good with Monday's upside break. Bullish structure targeting higher, but not zero risk with potential lower low. Last week, I went long $CRWV initial position. Setup shared early for my paid subs. Primary count: Mid-third wave, eyeing wave (v) of iii this [ima…

• @mower20101 James Sutton on x

  Imagine being excited today and buying $CRWV then realizing *the reason the deal happened was $NVDA needs sales and Coreweave can't borrow anymore.

• @edzitron Ed Zitron on x

  @EdLudlow I mean I think the bigger story is that CoreWeave needed another $2bn to avoid dying

• @kylematthewsceo @kylematthewsceo on x

  NVIDIA just dropped $2 billion into CoreWeave to fuel a massive 5-gigawatt expansion. This capital is pouring fuel on the zoning war already raging between the Federal government and local municipalities. While Washington fights to preempt local rules, city councils are digging

• @realmeetkevin Meet Kevin on x

  🚨 Dec 31, Coreweave is on fumes for cash, and announces new loan terms that allow “unlimited equity cures” for “any failure to satisify debt service” 🚨 Jan 26, Nvidia invests $2b at $87/share. nothing to see here. [image]

• @edzitron Ed Zitron on x

  coreweave shareholders got diluted by 4.5% or so in this deal. They magicked up another 22 million shares and sold them to NVIDIA. Very nice stuff, very nice, this is what you do when things are going “great”

• @stwboerse Stefan Waldhauser on x

  Nvidia is once again investing billions in one of its biggest customers so that it can afford the overpriced Nvidia chips. The crazy thing is that Nvidia is buying $CRWV at a significant discount to the last stock market price, and yet CoreWeave is still up about 10% today after

• @danielnewmanuv Daniel Newman on x

  $NVDA investing in $CRWV and its customer ecosystem is wise corporate venture and exponentially better than stock buybacks. What do you want NVIDIA to do with its cash? Buy T-Bills? Yen carry trade? Get a grip, y'all. 😬😮‍💨

• @firstadopter Tae Kim on x

  Every time the peanut gallery takes pot shots at Nvidia's investments, they look silly a year later. This likely won't be any different. There are numerous recent data points that show inference demand is exploding. Guess who serves this demand? Also, $2B is a fraction of [image]

• @stocksavvyshay Shay Boloor on x

  AI Utilities are catching multiple tailwinds at once. $NVDA is investing $2B into $CRWV and partnering to build 5+ GW of AI factories by 2030 just as H100 rental prices start rising again after the release of Claude Opus 4.5. Agentic demand is tightening GPU supply faster than [i…

• @coreweave @coreweave on x

  We're expanding our partnership with NVIDIA to build 5GW+ of AI compute capacity by 2030. By combining world-class hardware with CoreWeave Mission Control and SUNK, we're building the foundation for the next wave of global innovation. Read more: https://hubs.ly/...

• @coreweave @coreweave on x

  As AI moves out of the lab and into large-scale production, CoreWeave and @NVIDIA are expanding our long-standing relationship and deepening collaboration across infrastructure, software and platform to meet enterprise demand. Read more: https://www.coreweave.com/...

• @dariocpx @dariocpx on x

  $CRWV is mathematically going to go bust, over 4bn$ of its loans mature this year. Lenders don't want to touch it anymore even with a 10ft pole, no other alternative than Nvidia throwing a lifeline to its client, supplier and investment, but this will only delay the bankruptcy.

• @alex_intel_ Alex on x

  Intel discussed on their earnings call that the CPU-GPU ratio is shrinking This is going to continue as AI requires more tools, databases and legacy systems that have valuable data that AI needs to pull into context window

• @flexifinhq @flexifinhq on x

  Nvidia just invested another $2bn in Coreweave. Seems like Coreweave's sole raison d'etre is to buy Nvidia GPUs and rent it out. They power specialist workloads, unlike hyperscalers which power everything. It's also Nvidia's bargaining chip vs hyperscalers for a diversified buyer

• @edludlow Ed Ludlow on x

  Nvidia CEO Jensen Huang on CoreWeave investment in an interview with Bloomberg: “The investment is confidence in their growth and confidence in CoreWeave's management and confidence in their business model... ""It's a small percentage of the amount of money that they ultimately

• @dinabass Dina Bass on x

  Jensen also discussed Nvidia's plans to sell a standalone CPU. CoreWeave will be among the earliest to deploy it, along with new Nvidia storage systems. Nvidia will also aid CoreWeave with buying land, power and market CoreWeave's software to cloud partners, enterprise customers

• @edludlow Ed Ludlow on x

  Bloomberg interview with Nvidia CEO Jensen Huang, on the Vera CPU Plan: “For the very first time, we're going to be offering Vera CPUs. Vera is such an incredible CPU. We're going to offer Vera CPUs as a standalone part of the infrastructure. And so not only, not only can you

• @dinabass Dina Bass on x

  Nvidia has invested an additional $2 billion in CoreWeave Inc. to help speed an effort to add more than 5 gigawatts of AI computing capacity by 2030. @ianmking and I spoke with Jensen Huang and CRWV CEO Mike Intrator https://www.bloomberg.com/...

• @stocksavvyshay Shay Boloor on x

  $NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout. CoreWeave is targeting 5+ GW of AI factories by 2030 with early deployments planned around Nvidia's Rubin platform, Vera CPUs & BlueField systems. [image]

• @matthew_sigel @matthew_sigel on x

  🚨NVDA buys more CRWV stock at $87, adds $2B to existing $2.4B stake ($39 cost basis). Will strengthen collaboration to accelerate AI factory buildout. Ownership stake likely approaches 10%. CRWV +8% CORZ +2% [image]

• @edludlow Ed Ludlow on x

  BREAKING: Nvidia investing an additional $2 billion in to Corweave, to accelerate capacity buildout. Nvidia will also make Vera CPU available as standlone offering, with Coreweave to deploy first. “Many” design wins to come. Story @dinabass @ianmking on @TheTerminal