Anthropic's New Multibillion-Dollar Deal Is a Warning Shot to Amazon and Google

Through a new multiyear agreement, CoreWeave will help Anthropic operate its Claude AI models, providing the infrastructure needed to train and deploy increasingly complex systems. The partnership will rely on advanced chips from Nvidia across U.S.-based data centers, CoreWeave CEO Michael Intrator said, according to The Wall Street Journal. Financial terms of the deal, however, were not disclosed.

In the AI industry, even the most advanced model makers are becoming deeply dependent on specialized cloud providers to scale. With Anthropic onboard, CoreWeave now counts nearly all of the top AI labs as customers, including OpenAI, Meta, and Microsoft.

CoreWeave's growth has been fueled by that demand. The company said Thursday it expanded a deal with Meta worth roughly $21 billion through 2032. It has also deepened its relationship with OpenAI, bringing the total value of its contracts with the company to about $22.4 billion.