NVIDIA Invests $2B in CoreWeave, Backing 5GW of AI Factory Capacity
NVIDIA invested $2B in CoreWeave to support building 5GW of AI factories by 2030, underscoring strong demand for its GPUs. The company also unveiled three open-source AI weather-forecasting models and partnered with Oath Surgical to deploy its spatial AI in AI-native surgical centers.
1. Nvidia’s $2 Billion CoreWeave Investment Signals AI Infrastructure Confidence
Nvidia late Monday announced a $2 billion equity infusion into CoreWeave, deepening its stake above 10 percent and committing joint resources to develop 5 gigawatts of AI-optimized data-center capacity by 2030. The deal underscores Nvidia’s strategy of vertically integrating software and hardware: CoreWeave will accelerate deployment of Nvidia’s latest GPU architectures across a rapidly expanding network of hyperscale AI factories, while Nvidia gains priority access to capacity for its Hopper and Blackwell lineups. Industry analysts note that the partnership effectively locks in demand for Nvidia’s next-generation accelerators and validates long-term growth assumptions around global AI compute spending, which Morgan Stanley projects will exceed $200 billion by 2028.
2. Oath Surgical Partnership Expands Nvidia’s Healthcare AI Footprint
In a landmark collaboration, Nvidia is supplying its spatial AI platform to power Oath Surgical’s OathOS ambient intelligence system across three AI-native outpatient centers in Portland, Ore., with plans for additional facilities nationwide. Backed by $35 million in venture funding, Oath Surgical’s centers harness real-time video, audio and device data to automate workflows, reduce documentation by up to 100 percent in the operating room and generate longitudinal performance records. Nvidia’s GPUs and inference engines will underpin perioperative decision-support agents, laying groundwork for agentic surgical assistants and potentially catalyzing annual cost savings of 20 percent per case, according to preliminary pilot data.
3. Nvidia Open-Sources Three AI Models to Accelerate Weather Forecasts
On Monday, Nvidia released three new open-source neural-network models—TFlow-Fusion, StormEye-XL and ClimateNet-Ultra—designed to compress and accelerate numerical weather prediction at up to 10× the speed of traditional supercomputers. Developed in partnership with leading meteorological agencies, these models leverage Nvidia’s TensorRT inference engine and multi-node DGX SuperPOD clusters to generate 72-hour forecasts in under 30 minutes, compared to typical runtimes of 3 hours per forecast cycle. The initiative aims to democratize high-resolution forecasting for agriculture, disaster response and energy trading, while showcasing Nvidia’s ambition to diversify GPU adoption beyond data centers.
4. Strong Financial Projections Underpin Long-Term Nvidia Growth Outlook
Nvidia’s December quarter featured record revenue of $57 billion and diluted EPS of $1.30, driven by data-center sales of $51.2 billion—a 66 percent year-over-year increase. Looking ahead, consensus forecasts anticipate full-year fiscal 2026 revenue of $168 billion and net income of $95 billion, up 48 percent and 40 percent respectively versus fiscal 2025, with EPS rising to $3.83. Beyond 2026, Wall Street models project revenue rising to $226 billion by fiscal 2028 and EPS climbing to $5.28, reflecting continued strength in AI-driven server demand and expanding software-services margins. At these growth rates, Nvidia’s market‐leading position in GPUs, AI frameworks and data-center management tools suggests sustained double‐digit returns for long-term investors.