CoreWeave (CRWV) Shares Surge 16.85% on $2 Billion Nvidia Investment, 7.10% Two-Day Rally Driven by $6.3 Billion Cloud-Service Pact

The share price rose to its highest level so far this month today, with an intraday gain of 16.85%. CoreWeave (CRWV) extended its two-day rally, climbing 5.73% to mark a 7.10% total increase over the period. The surge follows a $2 billion investment by Nvidia in CoreWeave’s common stock at $87.20 per share, announced on January 26, which underscores the tech giant’s confidence in the company’s AI infrastructure ambitions.

The partnership between CoreWeave and Nvidia includes a $6.3 billion cloud-services agreement, with Nvidia committing to purchase unused data center capacity from CoreWeave until 2032. This collaboration accelerates CoreWeave’s plan to build 5 gigawatts of AI computing infrastructure by 2030, leveraging Nvidia’s Rubin AI-chip platform and next-generation hardware. The deal has positioned CoreWeave as a key player in the AI infrastructure race, aligning its growth with Nvidia’s leadership in AI chip manufacturing. Analysts highlight the potential for CoreWeave to benefit from early access to cutting-edge technology, differentiating it from competitors in the “neocloud” sector.

Despite the bullish momentum, CoreWeave faces challenges, including negative free cash flow and a market capitalization of $46.33 billion as of January 2026. Legal risks, including securities-fraud lawsuits filed in late 2025, and insider selling by executives add uncertainty. Meanwhile, broader AI sector dynamics—such as memory chip shortages and competition from hyperscalers like Microsoft—could temper long-term growth. Institutional analysts remain divided, with DA Davidson upgrading the stock to “Buy” and Needham maintaining a “Hold.” The stock’s trajectory will likely hinge on CoreWeave’s ability to execute its infrastructure plans and navigate sector-wide headwinds.