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In Machines we Trust

NVIDIA Invests $2B in CoreWeave

In Machines we Trust

In Machines we Trust

Technology

4.36 Ratings

🗓️ 26 January 2026

⏱️ 11 minutes

🧾️ Download transcript

Summary

In this episode, we discuss NVIDIA's massive $2 billion investment in CoreWeave, a deal aimed at rapidly expanding CoreWeave's AI compute capacity to five gigawatts by 2030, a move that will position them among the world's most energy-intensive AI infrastructure providers. We also explore CoreWeave's strategic pivot from crypto mining to AI infrastructure, its aggressive debt-leveraged expansion, and its ongoing acquisition strategy to build an integrated AI development stack.


Chapters
00:00 NVIDIA's $2B CoreWeave Investment
00:00 AI Box New Feature
00:01 CoreWeave's Financial Strategy & Expansion
00:06 CoreWeave's Transformation and Acquisitions
00:08 NVIDIA's Strategic Partnerships

 
Links
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Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the podcast. I'm your host, Jaden Schaefer. Today on the podcast, we're talking about the

0:05.9

massive investment deal that Nvidia has just made $2 billion is going to go towards

0:11.6

Cor Weave, who has a ton of debt, and it's going to help them add 5 gigawatts of AI compute.

0:17.9

This is an absolutely massive deal, and this is also a kind of an interesting story

0:23.4

considering the situation that CoreWeave has found themselves in and how they got here.

0:27.9

So we're going to be covering all of that on the podcast today. But before we do, I wanted to

0:31.6

tell you about the newest feature that we have just added to AI Box that I am so excited about.

0:37.1

AIBox, as you know, is my own startup, and it's for vibe building AI tools.

0:41.3

And we just added the feature that is much requested of attachments.

0:45.5

So you're able to attach images, and when you build boxes, you're able to attach files to it,

0:51.7

which means that there is a ton of new tools you can create

0:54.5

where you're uploading PDFs or you're uploading spreadsheets or uploading images. And you can

1:00.5

actually make tools that can take inputs of all these types of files and spit out outputs,

1:05.6

which are really, really cool. So if you want to go try building a tool on AIbox.a.I. If you are not a developer,

1:12.3

go check it out. It is $20 a month to get access to all of the tools and over 40 different

1:16.6

AI models that you can use to replace all your subscriptions. It is linked in the description.

1:21.4

I'd love to see what you make. And I'm happy to shout it out. So let me know if you build

1:25.6

anything cool. And I'm happy to share that on the

1:28.1

podcast. All right. Let's get into the episode today. So what was really impressive to me is

1:33.8

my, in V-Vedia, of course, just like the price tag on this is $2 billion for CoreWeave. And I think

1:39.6

they already had quite a close relationship because CoreWeave is, you know, a data center operator, and they're

1:45.6

trying to very quickly grow a lot of their AI infrastructure footprint over the next 10 years,

...

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