CoreWeave's stock surged nearly 9% following Nvidia's announcement to purchase unused cloud capacity through 2032 in a deal valued at 6.3 billion dollars. The deal highlights Nvidia's strategic expansion into cloud services, benefiting CoreWeave. However, some experts warn that CoreWeave, a GPU rental company with heavy debt and limited competitive advantages, faces significant risks. This development signals major shifts in cloud and GPU markets, attracting investor attention and debate.