Overview
- CoreWeave announced plans to integrate Nvidia’s Rubin platform to support agentic AI, reasoning tasks, and large-scale inference.
- Rubin is described as optimized for compute-intensive work, including mixture‑of‑experts models used in drug discovery, genomics, climate modeling, and fusion research.
- CoreWeave said it expects to be among the first cloud providers to offer Rubin in the second half of 2026, a forward-looking deployment target.
- Executives from both companies framed the partnership as a way to bring next‑generation AI into production at scale, with promises of consistent performance and operational flexibility.
- CoreWeave shares closed lower in regular trading but moved higher after hours and in premarket, with shares up 1.72% to $78.18, as analysts maintained a Moderate Buy view with 13 Buys, 10 Holds, and a $129.80 average price target.