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Meta commits to spending additional $21B on AI cloud infrastructure from CoreWeave, running from 2027 to 2032, on top of its prior $14.2B deal that ends in 2031

Meta has committed to spending an additional $21 billion on AI cloud infrastructure from CoreWeave, which comes on top …

CNBC Jordan Novet

Discussion

  • r/wallstreetbets r on reddit
    Meta commits to spending additional $21 billion with CoreWeave as AI costs keep rising
  • @firstadopter Tae Kim on x
    I am told the big takeaway from this CoreWeave deal is providing large scale inference capacity to Meta amid incredible demand (I mean, yeah that's in the sub-head too)
  • @negligible_cap @negligible_cap on x
    *COREWEAVE PROPOSES $3B CONVERTIBLE SENIOR NOTES OFFERING $CRWV of course following it up with a $3B convertible offering
  • @stocksavvyshay Shay Boloor on x
    $CRWV up ~8% after news of an expanded $META AI infrastructure deal. [image]
  • @danielnewmanuv Daniel Newman on x
    $META once again locking in on what matters most. Compute > Models
  • @shanumathew93 Shanu Mathew on x
    [...] The “neoclouds are just spare capacity” take looks increasingly wrong.  These are long-duration, dedicated infrastructure commitments at massive scale.  Economics and execution still TBD, but demand is not the question anymore.