CoreWeave is currently shaking things up in the AI cloud platform industry. They recently won a huge $2 billion investment from Nvidia! This unexpected blessing arrives at a time when CoreWeave is facing high debt obligations, reported at about 18.81 billion dollars in September of 2025. The deal is rooted in a shared goal of increasing CoreWeave’s capacity to address the growing demand for AI computing power. They have plans to increase their capacity by more than 5 gigawatts by 2030.
Michael Intrator, the CEO of CoreWeave, recently shed light on the urgent need for this investment. He argues that businesses need to work together to respond to radical supply and demand changes shaking up the industry. Expectations In the third quarter of 2025, CoreWeave brought in $1.36 billion—$130 million per month! Although the company is buried in debt, they are in a strong position to use their asset base to grow their business.
Nvidia’s investment includes the acquisition of CoreWeave’s Class A shares at a valuation of $87.20 per share. This strategic move provides CoreWeave with the unique capital it critically needs. It deepens the company’s relationship with Nvidia, further ensuring that the company has access to the land and power necessary to build new data centers. This partnership is about more than money. It deeply incorporates CoreWeave’s AI optimized software and architecture into Nvidia’s reference architecture, augmenting the platforms from both companies.
Additionally to the Nvidia deal, CoreWeave announced its own agreements to acquire two different companies, Marimo and Monolith, in October 2025. Together, these acquisitions will help to further establish CoreWeave’s expanding infrastructure and strengthen its service offerings. As such, the company will be positioned to better compete in the rapidly evolving AI space.
CoreWeave’s business model is almost entirely predicated on raising debt with its GPUs acting as collateral. Suspicion of the circular arrangement between the AI industry and government has clouded discussion. Intrator stands by this strategy, arguing that it enables the company to continue funding its main line of operations and expand its offerings.
The deal with Nvidia arrives at an opportune time for CoreWeave, which has been charting its financial future amid a downturn. Despite the firm’s massive debt load leading many to doubt its long-term viability, Intrator is still very positive about the firm’s growth path. With Nvidia’s support and the pending acquisitions, CoreWeave is poised, he said. That better equips them to face those market challenges in a time of intense national and global economic competition.
