Owning the Operating System

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 27 January 2026

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to dive into three recent stories where the operating system underneath a business has started to matter more than the companies above it. They discuss: - Nvidia’s $2 billion investment into CoreWeave and how AI infrastructure is colliding with physical constraints - How restaurant tech is pushing the limits on throughput - A rare-earth deal between private companies and the U.S. government highlighting what are issues of national security Companies discussed: NVDA, CRWV, TOST, SHOP, CAVA, SG, WING, USAR Host: Emily Flippen, Jason Hall, Asit Sharma Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The edge in the stock market may be increasingly going to the companies that own the operating layer, not the brand.
0:10.5	We're reflecting on three examples of this today on Mottley Full Money.
0:18.0	Today is Tuesday, January 27th. Welcome to Mottley Fool Money. I'm your host, Emily Flippin,
0:25.8	and today I'm joined by Fool analyst Jason Hall and Asset Sharma to discuss the power of owning
0:30.2	the operating system underlying our everyday lives. Today we'll be discussing how
0:34.2	restaurants are integrating tech improvements to improve their output, as well as a unique deal between USA Rare Earth and the government, and how that shows
0:41.5	the strategic importance of resources. But first, we have to start with the recent, but arguably
0:46.3	not surprising news out yesterday that Corweave is getting yet even more support from
0:51.5	NVIDIA via a $2 billion infrastructure investment.
0:55.4	Now, Corrieve shares were up more than 10% yesterday after NVIDIA bought $2 billion worth
0:59.9	of stock at a share price of around $87, a discount of around 6.5% compared to Friday's
1:05.8	clothing price.
1:07.2	Now, this isn't really a big surprise.
1:09.3	I mean, NVIDIA's already been backing CoreWeave because CoreWeave does build and rent the
1:13.3	data centers for AI usage that obviously uses Nvidia chips to run.
1:17.5	And NVIDIA does have agreements with CoreWeave to buy unsold data center capacity over the
1:21.8	course of the next six or so years.
1:23.6	But, Jason, when you look at this deal, is Invidia justified by the investment?
1:28.2	I mean, they said they're working with CoreWeave to, quote, meet extraordinary demand for
1:32.4	Nvidia AI factories and that the investment will help accelerate its build-outs of 5 gigawatts
1:37.5	of AI factories by 2030.
1:39.8	But critics obviously were concerned.
	...

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