Investors Should Ask: Who Wins More From This $6.3 Billion CoreWeave-Nvidia Agreement?

CoreWeave (NASDAQ: CRWV) just announced that it has landed an order from AI chip giant Nvidia (NASDAQ: NVDA) worth at least $6.3 billion. The deal obligates Nvidia to purchase its residual unsold capacity until April 13, 2032, if it is not already purchased by CoreWeave's customers.CoreWeave is a longtime Nvidia client. It has purchased hundreds of thousands of GPUs, which CoreWeave rents out to clients. With the agreement, CoreWeave gains an additional revenue source.Still, investors need to remember that the spare capacity was valuable enough to pay CoreWeave $6.3 billion, raising questions about which company will reap the greater benefit. Thus, investors should take a closer look at the deal to see whether CoreWeave or Nvidia benefits more.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool