NVIDIA and CoreWeave Unveil Massive 5-Gigawatt AI Infrastructure Vision
SANTA CLARA, CA – On January 26, 2026, NVIDIA announced a $2 billion cash investment in cloud provider CoreWeave, marking a pivotal shift in its corporate strategy. This move signals NVIDIA’s transition from a pure hardware manufacturer to a primary financier and operator of global AI infrastructure. As part of this strategic partnership, CoreWeave has committed to building "AI Factories" with a staggering combined capacity of over 5 gigawatts by 2030.
As AI moves out of the lab and into large-scale production, CoreWeave and @NVIDIA are expanding our long-standing relationship and deepening collaboration across infrastructure, software and platform to meet enterprise demand.
— CoreWeave (@CoreWeave) January 26, 2026
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The Rise of AI Factories
These next-generation facilities will be powered exclusively by NVIDIA’s cutting-edge "Rubin" platform, featuring "Vera" processors and "BlueField" storage systems. In an era where AI workloads demand unprecedented levels of power, a 5-gigawatt capacity underscores AI’s evolution into a full-scale industrial revolution.
Escalating Infrastructure Wars
The partnership comes at a time of intense competition in the cloud sector. Simultaneously, Microsoft has secured approval for a $13 billion project to construct 15 new data centers in Wisconsin. These parallel developments highlight an escalating "infrastructure war" as tech giants race to secure the physical and computational power necessary to lead the next decade of artificial intelligence.
