New Delhi, September 16, 2025 – CoreWeave secures $6.3 billion cloud deal with Nvidia, marking a significant step forward in strengthening global AI infrastructure. Announced on September 16, 2025, this long-term agreement grants Nvidia the right to purchase CoreWeave’s unused cloud capacity until April 2032. As AI workloads expand globally, this deal offers CoreWeave financial security while helping Nvidia scale access to high-performance infrastructure.
Unlike traditional cloud providers, CoreWeave focuses exclusively on artificial intelligence computing. Its data centers are powered by Nvidia GPUs, which are essential for training, fine-tuning, and deploying complex AI models across industries. These processors play a critical role in meeting the increasing computational demands of generative AI, machine learning, and large-scale data processing.
This agreement extends an earlier collaboration that began in April 2023. Analysts at Barclays have identified the deal as a key financial cushion for CoreWeave, especially as the company scales rapidly. By giving Nvidia access to excess capacity, CoreWeave reduces its exposure to short-term fluctuations in client demand.
Barclays also emphasized that Nvidia’s continued support highlights confidence in CoreWeave’s infrastructure and strategy. The investment reflects trust in the company’s ability to deliver scalable, AI-focused cloud solutions that align with Nvidia’s long-term goals.
Following the news, CoreWeave’s stock price climbed 8%, signaling strong investor sentiment. The market saw the partnership as a strategy to reduce reliance on key clients and open new revenue streams.
Earlier in 2025, CoreWeave signed a five-year cloud computing agreement with OpenAI valued at $11.9 billion. OpenAI also committed an additional $4 billion in potential spending through 2029. These major deals have positioned CoreWeave as a central figure in the AI infrastructure race, drawing attention from tech giants and investors alike.
However, fast-paced growth comes with rising expenses. In Q2 2025, CoreWeave’s operating costs reached $1.19 billion—nearly four times the amount spent in the same period the previous year. The figure illustrates the heavy financial pressure of scaling infrastructure at such a rapid pace.
The Nvidia agreement provides a much-needed buffer by ensuring consistent income from unused resources. For Nvidia, the deal secures vital infrastructure to support its highly sought-after AI chips. These chips power everything from enterprise AI platforms to cutting-edge research, and reliable cloud capacity is critical for delivering that performance at scale.
Industry experts believe the collaboration could shift the dynamics of the cloud computing market. With Nvidia’s backing, CoreWeave may attract more enterprise customers looking for specialized, scalable AI solutions. The deal strengthens CoreWeave’s competitive edge and improves its visibility among top-tier clients.
Nvidia, in turn, gains increased control over the infrastructure powering its expanding portfolio of AI chips. By working closely with CoreWeave, it can ensure reliable deployment of its GPU technologies across multiple geographies and workloads.
As artificial intelligence becomes integral to daily business operations, organizations seek cloud partners that offer speed, scale, and dependability. CoreWeave meets these needs through its AI-optimized infrastructure and fast-growing presence in the U.S. and European markets.
The company’s ability to secure long-term commitments reflects strategic strength and market foresight. With OpenAI and Nvidia now locked in as key clients, CoreWeave is becoming a critical player in shaping how AI is deployed and delivered globally.
Its expanding data center footprint continues to support the evolving demands of enterprise AI applications. Each major deal reinforces the company’s position in a competitive industry that rewards innovation and efficiency.
Strategic partnerships like this one will define the future of cloud computing. As AI grows more sophisticated, infrastructure providers must evolve to support increasing complexity and scale.
This $6.3 billion cloud order from Nvidia represents more than financial growth for CoreWeave. It validates the company’s approach, accelerates its expansion, and strengthens its role as a leader in AI cloud infrastructure.
The agreement positions CoreWeave not just as a vendor, but as a core partner in Nvidia’s AI journey. For both companies, the deal marks a shared vision for how cloud and AI will evolve together in the years ahead.
