CoreWeave Strikes $6.3B Deal with Nvidia, Shares Surge:
CoreWeave (CRWV) announced it has signed a $6.3 billion initial order with Nvidia (NVDA), with a condition that Nvidia must purchase any unsold cloud-computing capacity through April 13, 2032, if CoreWeave’s data centers are underutilized. The deal, finalized on Sept. 9 and disclosed in an SEC filing, sent CoreWeave shares up nearly 7% intraday Monday.
Nvidia has multiple ties with CoreWeave: it sells chips to the company, is a direct customer, and also holds a stake in the cloud platform. CoreWeave’s other major clients include Microsoft, OpenAI, and Meta Platforms.
Analysts believe that AI infrastructure demand appears almost insatiable with near to medium term demand expected to significantly outstrip supply.
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