CoreWeave Becomes AI's Landlord With Meta And Anthropic Deals

CoreWeave signed a $21 billion expanded agreement with Meta to supply AI cloud capacity through December 2032 and a multi-year deal with Anthropic to run Claude at production scale. These back-to-back deals highlight how even companies like Meta, with massive data center investments, rely on external GPU capacity due to time-to-capacity constraints. The agreements position CoreWeave as a central infrastructure layer for AI, with nine of the 10 leading AI model providers now using its platform.