CoreWeave and Nvidia Deal Sparks Questions About AI Market Demand
Nvidia's recent agreement with CoreWeave has ignited investor skepticism about the sustainability of artificial intelligence market growth. The chipmaker's stock dipped 0.10% while CoreWeave shares surged 7.38% on September 15, 2025, reflecting divergent market reactions to the partnership.
Market observers note the deal's timing coincides with mounting scrutiny of AI infrastructure investments. The arrangement between these key players in accelerated computing reveals underlying tensions between hardware capacity and projected demand.