Bloomberg Tech Nvidia Puts Another $2B Into CoreWeave, Offers New Chips
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Jan 26, 2026 Kim Forrest, CIO and founder of Bokeh Capital Partners, gives market-savvy takes on semiconductor investing and NVIDIA-CoreWeave financing. Niccolo DeMasi, CEO of IonQ, explains IonQ’s SkyWater purchase and its push on quantum manufacturing and U.S. supply chains. They dig into NVIDIA’s $2B CoreWeave move, CPU and data center dynamics, and how acquisitions speed quantum timelines.
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NVIDIA’s Strategic Bet On Capacity
- NVIDIA's $2B in CoreWeave is framed as a technology partnership to accelerate AI capacity buildout.
- Observers warn this looks like circular financing because customers and suppliers exchange capital and influence.
Vera CPU As A Standalone Product
- Jensen Huang positioned the Vera CPU as a standalone infrastructure product, not just an integrated chip.
- That move signals NVIDIA's intent to compete beyond GPUs into CPU and broader datacenter stacks.
Microsoft’s Second-Gen AI Chips Debut
- Microsoft rolled out its second-generation AI chip to reduce reliance on NVIDIA and lower long-term costs.
- Early units run in Des Moines and Phoenix data centers, but broad availability remains unclear.