NVIDIA invests $2 billion in CoreWeave, grants early access to standalone Vera CPUs

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NVIDIA has committed an additional $2 billion to CoreWeave, making the AI-focused cloud provider the first to offer Vera CPUs as a standalone option. CEO Jensen Huang signals the chip giant's aggressive push into the CPU market, directly challenging Intel and AMD while addressing bottlenecks in AI infrastructure.

NVIDIA Doubles Down on CoreWeave Partnership with Strategic Investment

NVIDIA has announced a $2 billion strategic investment in CoreWeave, an AI-focused cloud computing specialist, marking a significant expansion of their existing partnership

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. The deal, which saw NVIDIA purchase Class A common stock at $87.20 per share, adds to more than $6 billion in services already committed through 2032. CoreWeave shares climbed nearly 10% following the announcement, reflecting investor confidence in the neocloud provider valued at $47 billion since its 2025 stock market debut

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. The capital injection will help CoreWeave pursue its ambitious goal to build 5 gigawatts of AI infrastructure by 2030—computing power equivalent to five nuclear reactors—while financing the company's energy and real-estate expansion needs.

Source: Market Screener

Source: Market Screener

CoreWeave Gets First Access to Next-Generation Vera CPUs as Standalone Offering

In a move that signals NVIDIA's intent to dominate the CPU market, Jensen Huang revealed that CoreWeave will be the first to deploy Vera CPUs as a standalone option, separate from integrated rack-scale solutions

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. "For the very first time, we're going to be offering Vera CPUs," Huang told Bloomberg's Ed Ludlow, emphasizing that customers can now run their computing stack on NVIDIA CPUs wherever CPU workload demands exist. This represents a fundamental shift in NVIDIA's go-to-market strategy, as the company previously offered CPUs only as part of integrated systems. The standalone CPU offering provides customers with a more affordable alternative to complete rack-scale solutions while addressing what NVIDIA has identified as a major bottleneck in the AI supply chain.

Source: Wccftech

Source: Wccftech

Vera CPUs Target Intel and AMD with Custom ARM-Based Processors

The next-generation Vera CPUs position NVIDIA in direct competition with Intel and AMD, as well as custom components from Amazon and other cloud giants

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. Built on custom ARM architecture codenamed Olympus, Vera packs 88 cores and 176 threads with NVIDIA Spatial Multi-Threading, delivering a massive performance bump over the Grace Blackwell platform

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. The chip features a 1.8 TB/s NVLink-C2C coherent memory interconnect, 1.5 TB of system memory—three times that of Grace—and 1.2 TB/s of memory bandwidth with SOCAMM LPDDR5X, plus rack-scale confidential compute capabilities. Huang described Vera as "completely revolutionary" and hinted at multiple undisclosed CPU design wins, suggesting broader adoption across the AI computing stack is imminent.

Strategic Push Addresses Agentic AI Applications and Market Dynamics

NVIDIA's aggressive move into standalone CPUs reflects recognition that server processors have become critical bottlenecks as agentic AI applications ramp up across the industry

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. The company aims to provide customers with viable platform options that extend beyond GPU-centric architectures, enabling more flexible deployment of AI workloads. NVIDIA was already CoreWeave's fourth-largest shareholder with a 6% stake before this deal, and the deepening partnership comes as CoreWeave seeks to reduce its reliance on Microsoft, which accounted for two-thirds of its revenue at the end of 2025

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. Despite partnerships with OpenAI and Meta, CoreWeave remains loss-making, making NVIDIA's continued investment noteworthy. When questioned about the circularity of investments between NVIDIA and sector partners including OpenAI, Anthropic, and xAI, Jensen Huang defended the strategy, calling these stakes reflections of confidence in "generational" companies. NVIDIA now forecasts $500 billion in cumulative revenue from data-center chips by the end of 2026, underscoring growth driven by what the company describes as "unlimited" demand . Huang's mention of upcoming ARM-based N1/N1X SoCs for AI PC workloads suggests NVIDIA's CPU ambitions extend well beyond the cloud computing data center, potentially reshaping competitive dynamics across multiple processor segments.

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