Jaden Schaefer

a it's like it's a really good alternative is if you're looking for a compute provider.

And there's obviously all of the loud, like all of the largest cloud platforms out there, there's AWS and Google and Microsoft, but sometimes those companies don't want to use their competitors cloud platforms.

And so CoreWeave seems to be kind of this good alternative, where they have, you know, tons of scale, but there, you know, people are able to use them.

So

I think beyond just the equity investment, NVIDIA also said that they're going to work really closely with CoreWeave on securing land, which is kind of interesting, right?

And then power and grid access for future data center sites.

NVIDIA, obviously a massive company, and it seems like they have a lot of connections.

whether that's in the government or other places.

So honestly, this might be a good deal for Core.

We have to work with NVIDIA who can go and get them land and power and grid access contracts that are like very bureaucratic and hard to get.

So this is definitely a challenge that a lot of AI companies

companies are having, like this kind of regional energy infrastructure issue.

And I think NVIDIA is also planning to incorporate some of CoreWeave's AI software and systems, designing them and putting all of those into some of their own reference architectures, which are then going to be used by other companies and cloud providers as blueprints for deploying AI at scale.

So this is really a win-win for NVIDIA and for CoreWeave.

The markets after all of this, after this $2 billion investment reacted very positively to the news.

CoreWeave shares jumped more than 15% after it was all announced.

For NVIDIA, this kind of fits into their broader strategy, right?

They're trying to reinforce the entire AI supply chain.

And I think the primary beneficiary and enabler of the current AI boom is NVIDIA.

And so because of this, they have made dozens of really strategic investments over the past year.