Listen to this article

CoreWeave and Nvidia announced Monday an expansion of their longstanding collaboration. Nvidia will invest $2 billion into the Livingston-based company to accelerate the buildout of more than 5 gigawatts of AI factories by 2030.

The two companies said Jan. 26 that as AI demand grows exponentially, the need for compute has never been greater. To meet that demand, the collaborators will deepen their infrastructure, software and platform alignment.

Nvidia served as early backer of CoreWeave. The company provides cloud-based GPU (graphic processing units) infrastructure to developers, AI labs and enterprises. CoreWeave built its cloud platform on Nvidia infrastructure.

As NJBIZ previously reported, CoreWeave went public last March.

“AI is entering its next frontier and driving the largest infrastructure buildout in human history,” said Jensen Huang, co-founder and CEO, Nvidia. “CoreWeave’s deep AI factor expertise, platform software, and unmatched execution velocity are recognized across the industry.”

“From the very beginning, our collaboration has been guided by a simple conviction: AI succeeds when software, infrastructure, and operations are designed together,” said Michael Intrator, co-founder, chairman and CEO, CoreWeave. “Nvidia is the leading and most requested computing platform at every phase of AI- from pre-training to post-training – and Blackwell provides the lowest cost architecture for inference.”

Building an AI workforce

Before leaving office, Gov. Phil Murphy announced an agreement between the state, Nvidia and higher education institutions. Find out more.

The expanded collaboration includes:

• Building AI factories developed and operated by CoreWeave using Nvidia’s leading accelerated computing platform technology
• Leveraging Nvidia’s financial strength to accelerate CoreWeave’s procurement of land, power and shell to build AI factories
• Testing and validating CoreWeave’s AI-native software and reference architecture to unlock deeper inoperability
• Deploying multiple generations of Nvidia infrastructure across CoreWeave’s platform through early adoption of Nvidia computing architectures

“Together, we’re racing to meet extraordinary demand for Nvidia AI factories – the foundation of the AI industrial revolution,” said Huang.

Intrator added, “This expanded collaboration underscores the strength of demand we are seeing across our customer base and the broader market signals as AI systems move into large-scale production.”