CoreWeave Just Had the Best 48 Hours in AI — And It's Not Even Close
Two deals. Two days. Two of the biggest names in AI writing checks to the same company. On Thursday, Meta committed an additional $21 billion to CoreWeave for AI cloud capacity through 2032. On Friday, Anthropic — the company behind Claude — signed a multiyear agreement to run its workloads on CoreWeave’s infrastructure. CoreWeave’s stock ripped past $103, and its total revenue backlog now exceeds $66.8 billion. For a company that started out mining Ethereum, that’s not a bad week. ...