US Stock Market Move | "NVIDIA Corporation's 'darling child' CoreWeave (CRWV.US) jumps more than 10%, Huang Renxun says AI still needs trillions of dollars in investment"

On Wednesday, "NVIDIA Corporation's darling" CoreWeave (CRWV.US) surged more than 10% in early trading, reaching $82.43. On the news front, on March 11, NVIDIA Corporation announced a $2 billion investment in Nebius for the development and construction of artificial intelligence data centers, mentioning a similar investment in CoreWeave earlier, reinforcing expectations for AI infrastructure demand. In addition, on March 10, NVIDIA Corporation CEO Jensen Huang uncommonly elaborated on the development logic of the AI industry in a personal signed article. He stated that AI is not just a model or application, but is like electricity and the internet as infrastructure. He proposed that the AI industry is a "five-layer cake" infrastructure - energy, chips, infrastructure, models, and applications, and judged that global AI infrastructure construction is still in its early stages, with current investment only in the billions of dollars and still requiring trillions of dollars in future investment.