CoreWeave, Inc. 8-K

Summary

Expanded long-term AI infrastructure agreement with Meta. Under a new order form, CoreWeave will provide dedicated AI cloud capacity to support Meta’s AI development and deployment, including inference workloads. Capacity will be deployed across multiple locations, with some initial deployments using NVIDIA’s Vera Rubin platform.

Key Figures

• Meta’s initial commitment is approximately $21B, inclusive of new capacity access through 12/20/2032 and exercise of an existing option for additional capacity through 4/10/2032. The commitment is subject to delivery and service-availability requirements; either party may terminate the agreement for cause.

Investor Takeaways

• Watch CoreWeave’s delivery and service availability for Meta’s capacity, including the Vera Rubin deployments; fulfilling those requirements would support the disclosed commitment and the companies’ expanded AI infrastructure relationship.