In another chess move with Microsoft, OpenAI is pouring $12B into CoreWeave
2 min read OpenAI has signed a five-year, $11.9 billion deal with cloud provider CoreWeave, securing GPU resources and a $350M equity stake. This move comes as OpenAI seeks more compute power amid growing AI demand and signals increasing tensions with Microsoft, its biggest backer. The deal also strengthens CoreWeave ahead of its anticipated IPO and highlights the intensifying competition for AI infrastructure. March 11, 2025 10:22
Key Highlights
✅ $12B Investment – OpenAI signs a major agreement with CoreWeave for cloud computing power.
✅ Equity Stake – OpenAI gains $350M in CoreWeave stock, separate from the company’s upcoming IPO.
✅ Microsoft Tensions – The deal signals growing friction between OpenAI and its biggest backer, Microsoft.
✅ AI Compute Power Grab – OpenAI needs more GPUs as demand for its AI models surges.
Why It Matters
🚀 Shifting AI Alliances – OpenAI diversifies beyond Microsoft, challenging the dynamics of AI cloud dominance.
🔍 CoreWeave’s IPO Play – The deal boosts CoreWeave’s value ahead of its anticipated public listing.
💡 The GPU Arms Race – As OpenAI expands, competition for AI compute power is intensifying.
With this strategic move, OpenAI is securing its future—but at what cost to its Microsoft partnership?
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