The cloud specialist continues its expansion with a new strategic agreement. This partnership underscores the growing centrality of infrastructure in the AI race.
CoreWeave has announced the signing of a multi-year agreement with Anthropic to provide computing capacity for its Claude models. The announcement was cheered by the markets, sending the stock up nearly 13%. The deal provides for a progressive ramp-up of infrastructure starting this year, amid surging demand for artificial intelligence-related computing resources.
This partnership follows a series of major contracts recently secured by CoreWeave, notably with OpenAI, Nvidia and Meta. The company is also seeking to diversify its revenue streams, as Microsoft previously accounted for approximately 67% of its turnover. The addition of new clients such as Meta and Anthropic strengthens its position in a rapidly expanding market.
Meanwhile, Anthropic is ramping up initiatives to secure its infrastructure needs, with parallel agreements involving Broadcom and Google. This momentum illustrates the strategic importance of computing power in AI, where a few specialized players like CoreWeave are now establishing themselves as essential partners.