Yazılar

Nvidia invests $2 billion in CoreWeave to boost data center build-out

Nvidia has invested $2 billion in CoreWeave, becoming the AI infrastructure provider’s second-largest shareholder as the two companies deepen their partnership to expand data center capacity across the United States. The announcement pushed CoreWeave’s shares up 9% in premarket trading, highlighting investor confidence in the growing demand for AI-focused cloud infrastructure.

CoreWeave is part of a group of so-called neocloud companies that supply specialized hardware and computing capacity for artificial intelligence workloads. Demand for these services has surged as enterprises accelerate AI adoption. Nvidia’s new investment is expected to help CoreWeave speed up the acquisition of land and power needed to construct large-scale data centers, with the company targeting more than 5 gigawatts of AI data center capacity by 2030.

The investment was made at a purchase price of $87.20 per share, adding roughly 23 million shares and nearly doubling Nvidia’s stake in CoreWeave. Nvidia had previously held a 6.3% stake, making it the company’s third-largest shareholder. Despite scrutiny over Nvidia’s investments in AI firms, CoreWeave said the funds would be used for data center expansion, research and development, and workforce growth, rather than for purchasing Nvidia processors.

Once a cryptocurrency miner, CoreWeave has transformed its business to focus on leasing Nvidia GPUs to technology and AI companies. CoreWeave’s chief executive said the expanded collaboration reflects strong and growing demand for Nvidia’s computing platforms across the AI ecosystem.

L’Oréal to Invest $383 Million in Indian Beauty Tech Hub

French cosmetics group L’Oréal said it will invest more than $383 million to establish a beauty technology hub in the southern Indian city of Hyderabad, strengthening its push into AI-driven innovation.

The company said the hub will serve as a global base for developing artificial intelligence-powered beauty solutions and is expected to create around 2,000 technology jobs by 2030. The investment, amounting to over 35 billion rupees, aims to accelerate the rollout of advanced digital tools across L’Oréal’s global portfolio.

The partnership was formalized at the World Economic Forum in Davos by L’Oréal CEO Nicolas Hieronimus and the government of Telangana, a state that has rapidly positioned itself as a major technology and investment hub in southern India.

The move reflects growing economic ties between India and France, whose bilateral trade reached $15 billion in 2024. Leaders including Indian Prime Minister Narendra Modi and French President Emmanuel Macron have been working to deepen cooperation, including efforts to modernize tax agreements in line with global transparency standards.

OpenAI to Start Offering Chatbot Ads to Advertisers, Report Says

OpenAI has begun offering advertising placements within its chatbot to a select group of marketers, marking a significant shift in its business model, according to a report by The Information.

The report said OpenAI is inviting dozens of advertisers to participate in a trial period lasting several weeks, with individual spending commitments below $1 million. Ads are expected to begin appearing in early February and will be priced based on the number of views rather than clicks. Reuters could not independently verify the report, and OpenAI did not immediately comment.

OpenAI is reportedly still developing tools that would allow advertisers to buy ads directly through a self-service system. For now, the process is being handled more manually as the company tests demand and format. The move follows OpenAI’s recent decision to begin showing ads to some U.S. users, as it looks to diversify revenue beyond subscriptions.

The push into advertising underscores growing pressure on OpenAI to fund the rising costs of AI development and data center infrastructure. Backed by Microsoft, the company is widely expected to pursue a public listing in the future, increasing the need for scalable and predictable revenue streams.