CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans.
Nvidia's $2 billion stake in CoreWeave accelerates AI factories amid massive deals with Meta and Jane Street, but debt and customer concentration raise red flags for the cloud provider's high-wire growth act.
In short: Jane Street has signed a $6 billion AI cloud agreement with CoreWeave and taken a $1 billion equity stake at $109 per share, making the quantitative trading firm one of CoreWeave’s five largest shareholders.…