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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.

Samsung to Start HBM4 Production for Nvidia Supply

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Samsung Electronics plans to begin production of its next-generation high-bandwidth memory chips, known as HBM4, next month and supply them to Nvidia, a person familiar with the matter told Reuters.

The move marks a key step in Samsung’s efforts to close the gap with local rival SK Hynix, which has emerged as the primary supplier of advanced memory used in Nvidia’s AI accelerators. Earlier supply delays had weighed on Samsung’s earnings and share price last year.

Samsung shares rose 2.2% in morning trade, while SK Hynix shares fell 2.9%. The source declined to disclose shipment volumes. Samsung declined to comment, and Nvidia was not immediately available for comment.

South Korean newspaper Korea Economic Daily reported that Samsung recently passed HBM4 qualification tests for Nvidia and AMD, and is set to begin shipments to Nvidia next month, citing industry sources.

SK Hynix said in October it had completed supply talks with major customers for next year and plans to deploy silicon wafers at its new M15X fab in Cheongju starting next month. It has not confirmed whether HBM4 will be part of the initial output.

Both Samsung and SK Hynix are due to report fourth-quarter earnings later this week, when further details on HBM4 orders are expected. Nvidia CEO Jensen Huang has said the company’s next-generation Vera Rubin AI platform is already in full production and will be paired with HBM4 chips later this year.

Nvidia CEO Huang Plans China Visit to Reopen Market, Report Says

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Nvidia chief executive Jensen Huang is planning a trip to China in late January as he looks to revive a key market for the company’s artificial intelligence chips, Bloomberg News reported, citing a person familiar with the matter.

According to the report, Huang is expected to attend company events ahead of the Lunar New Year holidays in February and may also visit Beijing. It remains unclear whether he will meet senior Chinese officials, and the plans could change depending on whether meetings are confirmed. Nvidia declined to comment, and Reuters could not independently verify the report.

The potential visit follows recent uncertainty over Nvidia’s ability to sell advanced AI chips in China. Last week, the administration of U.S. President Donald Trump formally approved sales of Nvidia’s H200 AI chips to China under certain conditions, raising expectations that shipments could resume. However, Chinese customs authorities said shortly afterward that the chips were not permitted to enter the country, casting doubt on near-term access.

China has been a crucial market for Nvidia, and the outcome of Huang’s planned visit could signal whether progress is possible amid ongoing geopolitical and regulatory tensions surrounding advanced semiconductor exports.