Stock Market Today, Jan. 27: Nvidia’s $2 Billion Bet Lifts CoreWeave and Refocuses the AI Infrastructure Trade
CoreWeave (NASDAQ:CRWV), a cloud-based GPU infrastructure provider for AI workloads, closed Tuesday at $108.86, up 10.73%. The stock moved higher after Nvidia (NASDAQ:NVDA)'s $2 billion investment and a Deutsche Bank upgrade.
Investors are watching CoreWeave’s AI data center buildout toward 5–7.9 GW of capacity by 2030. CoreWeave’s trading volume reached 45.4 million shares, coming in about 55% above compared with its three-month average of 29.3 million shares. CoreWeave IPO'd in 2025 and has grown 172% since going public.
How the markets moved today
The S&P 500 (SNPINDEX:^GSPC) added 0.41% to finish Tuesday at 6,979, while the Nasdaq Composite (NASDAQINDEX:^IXIC) rose 0.91% to close at 23,817. Within cloud infrastructure services, industry peers Nvidia (NASDAQ:NVDA) closed at $188.52 (+1.10%) and Microsoft (NASDAQ:MSFT) finished at $480.58 (+2.19%) as investors tracked AI-focused capacity and spending plans.
What this means for investors
CoreWeave rose sharply on Tuesday after Nvidia committed $2 billion to the AI infrastructure provider, a move that investors read as a strong endorsement of CoreWeave’s position in the fast-growing market for GPU-powered cloud services. The investment, priced at $87.20 a share, deepens ties between the chipmaker and CoreWeave’s data center platform.
Reports that Nvidia’s stake could increase to roughly 11% and help fund plans for more than 5 gigawatts of AI data center capacity by 2030 added to the rally. The stock also benefited from a Deutsche Bank upgrade, which brought added institutional attention to the story.
A recently filed securities class action tied to data center delays underscores that execution risk has not disappeared, even with Nvidia’s backing. Delivery timelines, power availability, and build-out discipline will be closely watched as CoreWeave works to translate a high-profile partnership into sustained operating momentum.
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Eric Trie has positions in Nvidia. The Motley Fool has positions in and recommends Microsoft and Nvidia. The Motley Fool has a disclosure policy.
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