Meta has significantly expanded its partnership with CoreWeave, underscoring the accelerating demand for scalable AI compute and inference capacity.
The new agreement, valued at approximately $21 billion, builds on an earlier deal worth up to $14.2 billion, deepening collaboration between the two companies as they scale AI infrastructure.
Under the terms of the deal, CoreWeave will provide dedicated cloud capacity to Meta through 2032, supporting the development and deployment of its growing suite of AI technologies.
The infrastructure rollout will span multiple data center locations and include early adoption of NVIDIA’s Vera Rubin platform — the company’s next-generation AI supercomputing architecture designed to enhance performance, efficiency, and reliability at scale.
The Vera Rubin system is expected to mark a shift in AI capabilities, moving beyond traditional generative models toward more advanced “agentic AI” systems that can autonomously execute tasks with minimal human input.
A central component of the agreement is inference capacity, reflecting a broader industry transition from training AI models to running them continuously in real-world applications.
CoreWeave CEO Michael Intrator said the deal highlights how major technology firms are increasingly turning to specialized AI cloud providers to handle their most demanding workloads.
The expanded partnership also signals a growing trend among large tech companies to lock in long-term compute resources as AI becomes a core driver of digital services.
CoreWeave shares rose around 3% in pre-market trading following the announcement.
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