{"id":53142,"date":"2025-09-15T09:38:42","date_gmt":"2025-09-15T13:38:42","guid":{"rendered":"https:\/\/stockmarketwatch.com\/stock-market-news\/coreweave-shares-soar-7-5-on-landmark-6-3-billion-nvidia-cloud-capacity-deal\/53142\/"},"modified":"2025-09-15T09:38:42","modified_gmt":"2025-09-15T13:38:42","slug":"coreweave-shares-soar-7-5-on-landmark-6-3-billion-nvidia-cloud-capacity-deal","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/coreweave-shares-soar-7-5-on-landmark-6-3-billion-nvidia-cloud-capacity-deal\/53142\/","title":{"rendered":"CoreWeave Shares Soar 7.5% on Landmark $6.3 Billion NVIDIA Cloud Capacity Deal"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>CoreWeave (<a href=\"\/stock\/CRWV\">CRWV<\/a>)<\/strong> and <strong>NVIDIA (<a href=\"\/stock\/NVDA\">NVDA<\/a>)<\/strong> have finalized a new <strong>$6.3 billion<\/strong> cloud capacity agreement, sending CoreWeave shares significantly higher.<\/li>\n<li>Under the terms, <strong>NVIDIA<\/strong> is obligated to purchase any unsold cloud computing capacity from CoreWeave through <strong>April 13, 2032<\/strong>.<\/li>\n<li>The deal underscores the intensifying demand for <strong>GPU-accelerated infrastructure<\/strong> crucial for artificial intelligence workloads.<\/li>\n<li>The positive market reaction for CoreWeave occurred despite a concurrent <strong>short seller report<\/strong> from Kerrisdale Capital, which criticized the company&#39;s valuation and business model.<\/li>\n<\/ul>\n<p>CoreWeave (<a href=\"\/stock\/CRWV\">CRWV<\/a>) saw its shares jump by 7.5% before market close on Monday, September 15, following the announcement of a substantial <strong>$6.3 billion<\/strong> cloud capacity deal with technology giant NVIDIA (<a href=\"\/stock\/NVDA\">NVDA<\/a>). The agreement, signed under an existing Master Services Agreement from April 2023, guarantees that NVIDIA will acquire any residual cloud capacity that CoreWeave does not sell to its own customers.<\/p>\n<p>This landmark deal solidifies CoreWeave&#39;s position as a key player in the burgeoning AI infrastructure market, a sector heavily reliant on high-performance GPU computing. NVIDIA&#39;s commitment to purchase unsold capacity extends through <strong>April 13, 2032<\/strong>, providing CoreWeave with long-term revenue visibility and stability. The relationship between the two companies is deep-seated, with NVIDIA holding a significant stake in CoreWeave, valued at <strong>$4.33 billion<\/strong>, making it NVIDIA&#39;s largest equity holding.<\/p>\n<p>The market&#39;s enthusiastic response to the NVIDIA deal propelled CoreWeave&#39;s stock higher, with <a href=\"https:\/\/stockmarketwatch.com\/movers\/premarket\" data-internallinksmanager029f6b8e52c=\"7\" title=\"Premarket Movers\">pre-market trading<\/a> showing a 9% jump. This surge comes even as CoreWeave has experienced rapid growth since its IPO in March, with shares more than doubling. CoreWeave specializes in providing GPU-accelerated cloud infrastructure, a crucial component for developing and deploying advanced AI models.<\/p>\n<p>However, the positive news was juxtaposed with a critical short seller report published by Kerrisdale Capital. The report labeled CoreWeave as &quot;the poster child of the AI infrastructure bubble,&quot; calling it an &quot;undifferentiated, heavily levered GPU rental scheme.&quot; Kerrisdale Capital expressed concerns about CoreWeave&#39;s customer concentration, noting that Microsoft (<a href=\"\/stock\/MSFT\">MSFT<\/a>) reportedly accounts for 70% of its revenue, and highlighted that Microsoft recently chose a competitor for an expansion. Despite these criticisms, investors prioritized the strategic implications of the NVIDIA partnership, driving CoreWeave&#39;s shares upward.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways CoreWeave (CRWV) and NVIDIA (NVDA) have finalized a new $6.3 billion cloud capacity agreement, sending CoreWeave shares significantly [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":50383,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"rank_math_schema_Article":[],"rank_math_focus_keyword":[],"rank_math_description":[],"financial_data_references":[],"stock_symbols_mentioned":[],"footnotes":""},"categories":[5012],"tags":[633,3702,4154,4380,4544,4545,5466],"class_list":["post-53142","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-breaking-news","tag-nvda","tag-nvidia","tag-crwv","tag-stock-market","tag-ai-infrastructure","tag-cloud-computing","tag-coreweave"],"_links":{"self":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts\/53142","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/comments?post=53142"}],"version-history":[{"count":0,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts\/53142\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/media\/50383"}],"wp:attachment":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/media?parent=53142"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/categories?post=53142"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/tags?post=53142"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}