Nvidia Invests $2 Billion in CoreWeave, Jensen Huang Outlines Five-Layer AI Infrastructure Stack

Summary

Nvidia CEO Jensen Huang announced an additional $2 billion investment in CoreWeave, a leading neocloud provider, as part of Nvidia's broader strategy to support the AI infrastructure buildout. During a CNBC interview, Huang described the AI technology stack as a "five-layer cake": energy at the base, followed by chips (dominated by Nvidia), cloud infrastructure (provided by CoreWeave and similar neoclouds), AI foundation models (such as OpenAI's ChatGPT and Google's Gemini), and applications at