CoreWeave has secured a pivotal role in Google Cloud's new infrastructure partnership with OpenAI. The specialist GPU cloud provider will supply Nvidia‑based compute resources to Google, which will allocate them to OpenAI to support the rising demand for services like ChatGPT.
Already under a $11.9 billion, five‑year contract with OpenAI and backed by a $350 million equity investment, CoreWeave recently expanded the deal by another.
Adding Google Cloud as a customer helps the company diversify beyond Microsoft, its top client in 2024.
The arrangement positions Google as a neutral provider of AI computing power amid fierce competition with Amazon and Microsoft.
CoreWeave's stock has surged over 270 percent since its March IPO, illustrating investor confidence in its expanding role in the AI infrastructure boom.
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