Nvidia expands CoreWeave investment and discusses China while Cramer comments on the stock

Nvidia announced a $2 billion investment in CoreWeave to help build more than five gigawatts of AI data center capacity by 2030, and the article mentions Jim Cramer telling Investing Club members he favored adding Nvidia ahead of a possible earnings move.

Nvidia announced a $2 billion investment in AI infrastructure provider CoreWeave aimed at helping the company develop more than five gigawatts of data center capacity by 2030. CoreWeave will implement Nvidia’s Vera CPU and BlueField storage as part of the expanded relationship, and the company has used Nvidia GPUs and networking products since its founding. The deal included a private placement of about 22.94 million CoreWeave shares sold to Nvidia at $87.20 each, which coincided with a sharp intraday rise in CoreWeave’s stock. Jensen Huang also framed Nvidia’s role across what he called a five-layer AI “stack” spanning energy, chips, infrastructure, models and applications, and he addressed China market issues during the interview. Key details: - Nvidia invested $2 billion to help CoreWeave expand AI data center capacity to more than five gigawatts by 2030. - CoreWeave issued about 22.94 million shares to Nvidia at $87.20 per share; CoreWeave’s stock rose as much as about 16.8% intraday after the announcement. - As of September, FactSet reported Nvidia already owned about 24.28 million CoreWeave shares. - CoreWeave will add Nvidia’s Vera CPU and BlueField storage and will be able to license its software to on-premise data center customers, the companies said. - Jensen Huang described a five-layer AI stack and said Nvidia is investing across those layers; he also said no China revenue is baked into the company’s near-term outlook while noting H200 license approvals are pending. - The U.S. government’s export decision includes a reported 25% cut on Chinese chip sales, and Nvidia said demand in China for H200 remains significant. Summary: The investment reinforces Nvidia’s strategic ties with a key AI infrastructure customer and highlights the company’s effort to strengthen its ecosystem across hardware and software layers. Market reaction included a notable move in CoreWeave’s shares while Nvidia’s own shares were modestly lower; the piece also reports comments from Jim Cramer urging Investing Club members to add Nvidia ahead of a potential earnings move. Nvidia’s next quarterly earnings release is scheduled for next month, and further developments around H200 licensing and China market access were described as pending.