Nvidia just made one of its boldest AI infrastructure moves yet, investing $2 billion into CoreWeave, a fast-growing AI data center company powering some of the world’s largest artificial intelligence workloads.

The investment sent CoreWeave stock surging as Nvidia doubled down on its strategy to secure long-term AI compute capacity. The deal gives Nvidia deeper control over the physical infrastructure behind AI training and inference, including data centers packed with Nvidia GPUs.

At the World Economic Forum in Davos, Nvidia CEO Jensen Huang framed the investment as part of building the foundation of the AI industrial revolution. CoreWeave plans to scale to five gigawatts of AI data center capacity by 2030, a level comparable to powering millions of U.S. homes.

This move highlights how the AI race is no longer just about chips or models, but about energy, data centers, and execution at massive scale.