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

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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.

OpenAI Unveils Plan to Keep Data-Center Energy Costs in Check

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OpenAI has announced a new Stargate Community plan designed to ensure its expanding data center operations do not push up electricity costs for local communities. The initiative aims to make OpenAI’s large-scale AI infrastructure “pay its way on energy” as demand for computing power accelerates.

Stargate is a $500 billion, multi-year effort to build advanced AI data centers for training and inference, backed by investors including Oracle. The project received public support from U.S. President Donald Trump when it was first announced in early 2025.

Under the new approach, each Stargate site will have a locally tailored community plan shaped by local input and concerns. Depending on the location, OpenAI said this could involve fully funding dedicated power and storage, or paying for new energy generation and transmission capacity to support the facility.

The move reflects growing pressure on technology companies to address the strain that AI data centers place on power grids. OpenAI’s announcement follows a similar step by Microsoft, which recently outlined measures to manage water and electricity use at its U.S. data centers while working with utilities to expand local supply.

AI Hyperscalers Seen Driving Surge in U.S. Corporate Bond Supply in 2026

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U.S. corporate bond issuance is set to rise sharply in 2026, with artificial intelligence hyperscalers expected to be a major driver as they ramp up spending on data centres and computing power, analysts say.

According to a report from Barclays, total U.S. corporate bond issuance could reach $2.46 trillion in 2026, up nearly 12% from $2.2 trillion in 2025. Net issuance is forecast at $945 billion, a 30% increase from last year, with AI-related capital expenditure seen as the biggest upside risk.

Barclays said the rise in supply would be driven less by financial firms and more by non-financial companies, particularly large AI-focused technology groups that may need to fund “jumbo” bond deals to support rapid expansion.

The five major AI hyperscalers — Amazon, Google, Meta Platforms, Microsoft and Oracle — issued about $121 billion in U.S. corporate bonds last year, far above their 2020–2024 average of $28 billion, according to BofA Securities.

BofA expects hyperscaler borrowing to accelerate further, estimating the group could raise around $140 billion a year over the next three years, potentially exceeding $300 billion annually. That would put them on par with the largest U.S. banks as bond issuers and make them some of the biggest names in the investment-grade market.

Hyperscalers already dominated issuance in 2025. According to MUFG, four of the five largest U.S. high-grade bond deals last year came from AI-driven tech firms, including Oracle’s $18 billion sale and Meta’s $30 billion deal — the largest ever non-M&A investment-grade bond offering.

The surge in supply has begun to widen credit spreads, pushing investors to hedge AI-related risks through credit default swaps. MUFG data shows the cost of insuring hyperscaler debt has risen since mid-2025, with Oracle’s five-year CDS more than tripling since its September bond sale.