WSJ Tech News Briefing TNB Tech Minute: Nvidia Invests Another $2 Billion in CoreWeave
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Jan 26, 2026 Christophe Beck, an Ecolab executive focused on water-efficiency and sustainability in data centers, discusses innovation and circular approaches in high-tech facilities. He talks about reducing water use in massive AI centers. He highlights practical sustainability moves and industry trends in facility design and operations.
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NVIDIA Doubles Down On AI Infrastructure
- NVIDIA is investing another $2 billion to expand AI capacity with CoreWeave and target 5 GW by 2030.
- The move signals heavy industry bets on dedicated AI
CoreWeave's Risky Financing Model
- CoreWeave's model buys NVIDIA chips with high-interest debt then rents them to AI firms, which raises investor concern.
- Financing worries and a delayed data-center project have pushed CoreWeave's stock sharply lower since October.
Government Stakes And Quantum Consolidation
- The Trump administration aims to take equity in USA Rare Earth as part of a $1.6 billion package to secure supply chains.
- IonQ plans to buy SkyWater for about $1.8 billion as it seeks to vertically integrate quantum chip production.