Emily Flippen

The edge in the stock market may be increasingly going to the companies that own the operating layer, not the brand.

We're reflecting on three examples of this today on Motley Fool Money.

Today is Tuesday, January 27th.

Welcome to Motley Fool Money.

I'm your host, Emily Flippen, and today I'm joined by Fool analyst Jason Hall and Asit Sharma to discuss the power of owning the operating system underlying our everyday lives.

Today, we'll be discussing how restaurants are integrating tech improvements to improve throughput, as well as a unique deal between USA Rare Earth and the government, and how that shows the strategic importance of resources.

But first, we have to start with the recent but arguably not surprising news out yesterday that CoreWeave is getting yet even more support from Nvidia via a $2 billion infrastructure investment.

Now, CoreWeave shares were up more than 10% yesterday after Nvidia bought $2 billion worth of stock at a share price of around $87, a discount of around 6.5% compared to Friday's closing price.

Now, this isn't really a big surprise.

I mean, NVIDIA has already been backing CoreWeave because CoreWeave does build and rent the data centers for AI usage that obviously uses NVIDIA chips to run.

And NVIDIA does have agreements with CoreWeave to buy unsold data center capacity over the course of the next six or so years.

But Jason, when you look at this deal, is NVIDIA justified by the investment?

I mean, they said they're working with CoreWeave to, quote, meet extraordinary demand for NVIDIA AI factories.

and that the investment will help accelerate its build-out of five gigawatts of AI factories by 2030.

But critics obviously were concerned.

Some noted that it felt like NVIDIA was bailing out CoreWeave because they're arguably running out of cash and saddled with debt.

What's your read of this deal?

I think that's a fair point.

I don't know if I fully agree with the concept, though, that they can't invest too much in this space.

I mean, I look at a business, a stock advisor recommendation, Ferrari, the ticker is race.