Barclays Analyzes CoreWeave’s Stock Surge Following Nvidia’s $6.3 Billion Commitment
Nvidia's strategic $6.3 billion investment in CoreWeave has sent ripples through the market, with Barclays highlighting the amended terms of their Master Services Agreement. The chipmaker is now obligated to purchase any unsold capacity from CoreWeave through 2032, reinforcing their symbiotic relationship. CoreWeave CEO Mike Intrator's open channel to Nvidia's Jensen Huang underscores the depth of this partnership.
The deal's long-term implications are poised to reshape cloud infrastructure dynamics, with Nvidia's backing serving as a catalyst for CoreWeave's growth trajectory. Market observers anticipate the full details will emerge in CoreWeave's September 2025 10-Q filing, providing further clarity on this landmark arrangement.