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CoreWeave says it has signed a multiyear deal with Anthropic, including a variety of Nvidia chips at data centers in the US; it now has 43 active data centers

Bloomberg Brody Ford

Discussion

  • @jiahanjimliu Jim Liu on x
    $CRWV Signs Anthropic Love to see it that Anthropic is entering Neocloud market as a customer. They don't need to buy from HS. Both $NBIS $IREN should take note. Anthropic is the growth customer of the future.
  • @semianalysis_ @semianalysis_ on x
    GPU, TPU or Trainium Dario? [image]
  • @yahoofinance @yahoofinance on x
    $CRWV sees its best day in about two months after announcing a multiyear agreement with Anthropic. 📈 CoreWeave will support the development and deployment of Anthropic's Claude AI models. [image]
  • @cognitive_cap @cognitive_cap on x
    $GLXY took a big risk betting on $CRWV in the early days. That bet now seems to be paying off. With every new deal CoreWeave signs, their credit rating improves and Galaxy's tenant risk decreases.
  • @dhinchcliffe Dion Hinchcliffe on x
    Most people still think AI competition is about models. But the real race just became obvious: Whoever controls the GPU clouds that run the models will quietly control enterprise AI. Today's @CoreWeave-@AnthropicAI deal is a big reminder...
  • @coreweave @coreweave on x
    Big news: CoreWeave just signed a multi-year agreement with @AnthropicAI to support the development and deployment of their Claude AI models. 9 of the top 10 AI model providers now run on CoreWeave.
  • @edzitron Ed Zitron on x
    CoreWeave doesn't have the capacity and Anthropic doesn't have the cash to pay for it but number go up ai insatiable demand zug zug
  • @firstadopter Tae Kim on x
    It's almost as if there is overwhelming demand for AI compute.  “CoreWeave Announces Multi-Year Agreement With Anthropic” “With the addition of Anthropic, nine of the leading ten AI model providers now leverage CoreWeave's platform, reflecting the growing demand for infrastructur…
  • @edzitron.com Ed Zitron on bluesky
    1. CoreWeave has successfully brought on about 300mw of capacity in the last year  —  2. CoreWeave does not have the capacity to serve this contract before 2027 (at the very very earliest)  —  3. Anthropic does not have the money to pay for it  —  4. nobody seems to bother talkin…
  • r/APLDSTOCK r on reddit
    Premarket gaining on more CoreWeave news