Nvidia’s strategic investment in cloud infrastructure provider CoreWeave has yielded massive returns. The chipmaker invested $2 billion in CoreWeave stock during its initial public offering in early 2025 at a price of $40 per share. By February 2026, the stock price had surged to $89, a gain of approximately 125% in under a year. This performance significantly outperformed many leading tech stocks. Nvidia’s stake in the AI-focused firm now stands between 11.5% and 13%.
Nvidia demonstrated its market acumen by investing $2 billion in CoreWeave stock during its early 2025 IPO listing. This confidence from the AI giant boosted market prospects and attracted retail investors to the newly public company. The stock began trading at $40 in March 2025 following the successful offering.
By February 2026, CoreWeave stock had reached $89, a rise of about 125% in nearly eleven months. This surge represented a doubling of Nvidia‘s initial investment from the prior year. The equity became a top performer, outpacing other major technology stocks in its segment before encountering recent resistance.
Nvidia increased its position to hold approximately 23 million shares, raising its stake from a range of 6.3% to 7%. The company now owns between 11.5% and 13% of the cloud computing provider. This substantial ownership gives the stock significant weight in the broader technology market.
CoreWeave operates as an AI-native cloud computing provider specializing in large-scale GPU-accelerated infrastructure. Founded in 2017, its clients reportedly include Microsoft and OpenAI. The firm currently runs an estimated 30 data centers dedicated to high-density computing for generative AI workloads.
