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> September 2025 – Nvidia signed a deal with CoreWeave to buy back its unused GPU capacity for $6.3 bln. This will purportedly allow CRWV's fleet to remain oper
by bix6 11mo ago
> September 2025 – Nvidia signed a deal with CoreWeave to buy back its unused GPU capacity for $6.3 bln. This will purportedly allow CRWV's fleet to remain operational during periods of fluctuating demand. We believe this wording suggests that Nvidia could possibly mask any decline in demand for AI capacity within its business. Interestingly, Nvidia is one of CoreWeave's largest investors.
Does anyone understand this deal? Why would Nvidia ever buy back GPU capacity when Coreweave’s entire reason for existence is to rent GPU capacity to other people?
- beefnugs 11mo agoWell if nvidia has come up with a way to use all the compute (or resell it or whatever) then they are just assuming some risk to help out a great customer. It doesnt even sound that evil, more evil would be to keep all the hardware for itself and become the only kinglord of all AI... but something tells me they know more about the limitations than all of these other companies for some reason