Nvidia fuels the GPU cloud boom as CoreWeave and Nebius tap GPUs and financing in a circular model

The article examines how new cloud providers such as CoreWeave and Nebius build AI compute services around Nvidia GPUs. It says Nvidia is involved in the resulting capital cycle through direct investment and financing support. The piece argues that Nvidia’s role in this loop extends beyond chip supply, positioning it as a central enabler of AI infrastructure expansion that also shares in the risks.