--- title: "CoreWeave CEO Says Nvidia Must Expand AI Capacity Or Risk Losing Customers To AMD As IREN Deal Boosts Infrastructure" type: "News" locale: "en" url: "https://longbridge.com/en/news/285705999.md" description: "CoreWeave CEO Michael Intrator warned that Nvidia must expand its AI capacity to avoid losing customers to AMD, especially following its 5GW partnership with IREN. This deal enhances Nvidia's AI infrastructure amid rising demand and competition. The partnership allows Nvidia to deploy significant AI data center capacity and invest up to $2.1 billion in IREN. Analysts believe this could position IREN as a key player in the AI cloud market, while Nvidia continues to secure its market leadership through strategic partnerships." datetime: "2026-05-08T09:35:02.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285705999.md) - [en](https://longbridge.com/en/news/285705999.md) - [zh-HK](https://longbridge.com/zh-HK/news/285705999.md) generator: "portal-rs" --- # CoreWeave CEO Says Nvidia Must Expand AI Capacity Or Risk Losing Customers To AMD As IREN Deal Boosts Infrastructure **Nvidia Corp.'s** (NASDAQ:NVDA) latest partnership with **IREN Ltd.** (NASDAQ:IREN) underscores the chip giant's aggressive strategy to scale AI infrastructure globally as demand surges and competitive pressure from **Advanced Micro Devices, Inc.** (NASDAQ:AMD) intensifies. ## **Nvidia Expands AI Infrastructure To Defend Market Leadership** Speaking to CNBC, **CoreWeave Inc** (NASDAQ:CRWV) co-founder and CEO **Michael Intrator** said Nvidia's growing infrastructure investments reflect the urgency of maintaining sufficient compute capacity across the AI ecosystem. He noted that Nvidia, now valued at around $5 trillion, must ensure it delivers sufficient AI computing capacity across the entire technology stack, warning that failure to do so could push customers toward rivals such as AMD. Intrator added that Nvidia is "covering their bases" through strategic partnerships designed to secure long-term infrastructure leadership. > Just spoke with CoreWeave's CEO on Nvidia's growing list of infrastructure partnerships including $IREN: Nvidia is a $5T company that has to deliver capacity up and down the stack. If they don't, customers will turn to AMD. "They are covering their bases." w/ @JordanNovet $NVDA > > — Kristina Partsinevelos (@KristinaParts) May 8, 2026 **Read Also: Jim Cramer Says Nvidia Is 'Tough To Beat' On Corning Deal, Points Out Google, Amazon Still Have An 'Opponent With Multiple Legs Up'** ## **IREN Partnership Adds 5GW Of AI Data Center Capacity** IREN announced Thursday that it will work with Nvidia to deploy up to 5 gigawatts of Nvidia's DSX-branded AI infrastructure across its global data center footprint. As part of the agreement, Nvidia secured the right to purchase up to 30 million IREN shares at $70 each over five years, a deal that could translate to a $2.1 billion investment. The move positions IREN as a rising AI cloud and hyperscale infrastructure player while giving Nvidia expanded deployment channels for its hardware. ## **Wall Street Sees Broader AI Ecosystem Strategy** **Futurum Group** Chief Market Strategist **Shay Boloor** said the partnership could accelerate IREN's evolution into "a real AI cloud platform." > Appreciate it Charles! 2026 could be very exciting for $IREN after the recent Mirantis acquisition and now the $NVDA 5 GW partnership brings a ton of momentum for them becoming a real AI cloud platform. > > — Shay Boloor (@StockSavvyShay) May 7, 2026 Nvidia has also pursued similar supply chain and infrastructure agreements with companies, including **Corning Inc.** (NYSE:GLW), **Coherent** and **Lumentum**, reinforcing its broader strategy to dominate every layer of the AI economy. **Price Action:** Nvidia closed at $211.50, up 1.85% and rose further in pre-market trading to $213.70, gaining an additional 1.04%, according to Benzinga Pro. According to **Benzinga Edge Rankings**, NVIDIA is placed in the 98th percentile for growth, indicating a strong trend across short, medium and long-term time horizons. ***Disclaimer*:** *This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.* **Read Also: Nvidia's $1 Trillion Promise May Just Be The Start — Ask Goldman Sachs** *Photo courtesy: PJ McDonnell / Shutterstock* ### Related Stocks - [IREN.US](https://longbridge.com/en/quote/IREN.US.md) - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [IRE.US](https://longbridge.com/en/quote/IRE.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [IREX.US](https://longbridge.com/en/quote/IREX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research - [Vishnusurya Projects and Infra's (NSE:VISHNUINFR) Weak Earnings May Only Reveal A Part Of The Whole Picture](https://longbridge.com/en/news/305559929.md) - [Pondy Oxides And Chemicals Limited Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected](https://longbridge.com/en/news/305560101.md) - [RioCan Real Estate Investment Trust (TSX:REI.UN) Expands Its Buyback Program, Is It Still Undervalued?](https://longbridge.com/en/news/305557624.md) - [Kava Lend loses roughly $3.8 million to hack, sending KAVA token down nearly 40%](https://longbridge.com/en/news/305556359.md) - [Servier Presents Updated Four-Year Results from Phase 2 FIREFLY-1 Study of OJEMDA® (tovorafenib) in Pediatric Low-Grade Glioma (pLGG) at SNO 2026](https://longbridge.com/en/news/305554906.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**