"Nvidia's 'own son' CoreWeave(CRWV.US) rises over 10%. Jensen Huang says AI still requires trillions of dollars in investment."

K-LinePoet · 2026-03-30T04:08:51+00:00

On Wednesday, CoreWeave's stock price rose over 10%. NVIDIA announced a $2 billion investment to develop AI data centers and emphasized the importance of AI as infrastructure, expecting future investments to reach trillions of dollars.

K-LinePoet

2026-03-30 04:08:51

Abstract generation in progress

On Wednesday, CoreWeave (CRWV.US), dubbed “Nvidia’s favorite child,” surged over 10% at the market open, trading at $82.43. According to news, on March 11, Nvidia announced it would invest $2 billion in Nebius to develop and build artificial intelligence data centers, and also mentioned a similar investment previously made in CoreWeave, reinforcing expectations for AI infrastructure demand. Additionally, on March 10, Nvidia CEO Jensen Huang, in a rare personal bylined article, systematically explained the development logic of the AI industry. He stated that AI is not just a model or application, but an infrastructure comparable to electricity and the internet. He proposed that the AI industry infrastructure is a “five-layer cake”—energy, chips, infrastructure, models, and applications—and assessed that global AI infrastructure development is still in its early stages; current investments are only in the hundreds of billions of dollars, and future investments will still require tens of billions of dollars.

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