JD 젤리비 편집국 · 2026.01.27 SHARE · COPY LINK

무슨 발표인가

• CoreWeave A주식 20억 달러 투자(주당 87.20달러)
• 2030년까지 5GW 이상 AI 팩토리 구축
• NVIDIA 인프라 기반 클라우드 플랫폼 강화

투자 완료, 2030년 목표

원문 (영어)

NVIDIA and CoreWeave , Inc. (NASDAQ: CRWV) today announced an expansion of their long-standing complementary relationship to enable CoreWeave to accelerate the buildout of more than 5 gigawatts of AI factories by 2030 to advance AI adoption at global scale.

I n addition, NVIDIA has invested $2 billion in CoreWeave Class A common stock at a purchase price of $87.20 per share. The investment reflects NVIDIA’s confidence in CoreWeave’s business, team and growth strategy as a cloud platform built on NVIDIA infrastructure.

Demand for AI continues to grow exponentially and the need for compute has never been greater. To help meet this demand, NVIDIA and CoreWeave are deepening their infrastructure, software and platform alignment. The companies intend to: Build AI factories developed and operated by CoreWeave using NVIDIA ’s leading accelerated computing platform technology to meet customer demand.

Leverage NVIDIA’s financial strength to accelerate CoreWeave’s procurement of land, power and shell to build AI factories. Test and validate CoreWeave’s AI-native software and reference architecture, including SUNK and CoreWeave Mission Control, to unlock deeper interoperability and work towards including those offerings within NVIDIA’s reference architectures for NVIDIA’s cloud partners and enterprise customers.

Deploy multiple generations of NVIDIA infrastructure across CoreWeave’s platform through early adoption of NVIDIA computing architectures, including the NVIDIA Rubin platform, NVIDIA Vera CPUs and NVIDIA BlueField storage systems.

원문: NVIDIA News — "NVIDIA and CoreWeave Strengthen Collaboration to Accelerate Buildout of AI Factories" (2026-01-27) 공식 원문: https://nvidianews.nvidia.com/news/nvidia-and-coreweave-strengthen-collaboration-to-accelerate-buildout-of-ai-factories