nvidiaiIt’s not just a leader in artificial intelligence chip manufacturing. It is also a key investor, and its support is often the main reason why a stock attracts market interest.
Now playing core weaving. The company has changed its name to Nvidia‘Largest disclosed holdings, accounting for 86.4% of its portfolio As of the end of the third quarter of 2025.
CoreWeave (CRWV) is a cloud infrastructure company focused on GPU-driven computing for artificial intelligence and machine learning workloads. Its data centers run on Nvidia chips, and major customers include Google (Google) and Microsoft (Microsoft Financial Times).
Nvidia (NVDA) first purchased CoreWeave stock in early 2025, shortly before CoreWeave’s IPO in March. In the second quarter of 2025, Nvidia increased its holdings by approximately 24.3 million shares, worth approximately $2.3 billion as of January 30.
This boosted CoreWeave’s portfolio weighting to 86.4% from 78% in the previous quarter, according to WhaleWisdom. Nvidia did not change its position in the third quarter, and its shareholdings in the fourth quarter have not yet been disclosed.
Now, Nvidia has taken another vote on CoreWeave on January 26, ahead of CoreWeave’s expected fourth-quarter earnings report in mid-February.
On January 26, Nvidia and CoreWeave said in a joint statement that they were expanding their partnership to build more than 5 gigawatts of artificial intelligence factories by 2030. Nvidia has invested approx. US$2 billion The average price of CoreWeave stock is of $87.20 per share.
CoreWeave will leverage Nvidia’s computing platform and financial strength to accelerate land purchase, power access and data center construction.
Related: Morgan Stanley sets bold new price target for Nvidia stock
“Artificial intelligence is entering the next frontier and driving the largest infrastructure buildout in human history,” said Nvidia CEO Jensen Huang.
“AI succeeds when software, infrastructure and operations are designed together,” said CoreWeave CEO Michael Intrator.
CoreWeave shares surge About 139% Since its initial public offering in March 2025, it has gained 30% year-to-date as of Jan. 30, according to Yahoo Finance.
Still, some investors remain cautious.
The Wall Street Journal reported concerns about CoreWeave’s reliance on high-interest debt to buy Nvidia chips before leasing capacity to customers.
Those concerns, coupled with delays at a data center project and supply constraints, have sent the stock down about 30% from its October high.
Law firm Bleichmar Fonti & Auld filed a lawsuit on Jan. 30, accusing CoreWeave of exaggerating its ability to meet customer needs and concealing construction delays. The stock fell about 6.4% on January 30 after the news was announced.
