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CoreWeave lands $21B long-term AI cloud deal with Meta

CoreWeave, Inc. entered into a major long-term cloud infrastructure agreement with Meta Platforms, Inc., under which Meta has initially committed to pay CoreWeave approximately $21 billion.

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

CoreWeave, Inc. entered into a major long-term cloud infrastructure agreement with Meta Platforms, Inc., under which Meta has initially committed to pay CoreWeave approximately $21 billion. The commitment covers access to new AI cloud computing capacity under a new order form through December 20, 2032 and the exercise of an existing option for additional capacity under a prior order form through April 10, 2032, all under an existing Master Services Agreement.

The dedicated capacity will be deployed across multiple locations and will include initial deployments of the NVIDIA Vera Rubin platform, supporting Meta’s large-scale AI inference workloads. The Master Services Agreement includes customary terms such as termination for cause, representations and warranties, indemnification, and limitations on liabilities.

Positive

  • Approximately $21 billion long-term AI cloud commitment from Meta under an existing Master Services Agreement, covering new capacity through December 20, 2032 and an option exercise through April 10, 2032.
  • Strategic validation of CoreWeave’s AI cloud platform as Meta plans to use dedicated capacity across multiple locations, including initial deployments of the NVIDIA Vera Rubin platform for large-scale AI inference.

Negative

  • None.

Insights

CoreWeave secures a long-dated, multi‑year AI cloud commitment from Meta totaling about $21 billion.

The agreement extends CoreWeave’s existing Master Services Agreement with Meta through a new order form. Meta has initially committed to pay approximately $21 billion for AI cloud capacity, combining new capacity through December 20, 2032 and an option exercise through April 10, 2032. This represents a substantial multi‑year revenue commitment tied to reserved capacity.

The capacity will span multiple locations and include early deployments of the NVIDIA Vera Rubin platform, emphasizing high‑performance infrastructure for inference workloads. The Master Services Agreement allows termination for cause and contains customary representations, warranties, indemnities, and liability limits, so ongoing performance and service availability remain important to sustaining the relationship.

Item 7.01 Regulation FD Disclosure Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
Total Meta commitment $21 billion Initial commitment under new order form and option exercise
Master Services Agreement date December 10, 2023 Existing MSA governing the new order form
New capacity term end December 20, 2032 End date for access to new computing capacity
Option capacity term end April 10, 2032 End date for access via exercised option under previous order form
Press release date April 9, 2026 Date of CoreWeave’s public announcement
Master Services Agreement financial
"under the existing Master Services Agreement (“MSA”) dated as of December 10, 2023"
A master services agreement is a standing contract that sets the main terms, responsibilities, pricing framework and processes for future work between two parties, allowing individual projects or orders to be added later without renegotiating core terms. For investors, it signals predictability and reduced legal friction around revenue streams and costs—like a subscription plan for services that makes future income and obligations easier to forecast and value.
reserved capacity orders financial
"provides Meta access to cloud computing capacity through fulfillment of reserved capacity orders submitted"
Regulation FD Disclosure regulatory
"Item 7.01 Regulation FD Disclosure."
Regulation FD disclosure requires public companies to share important, market-moving information with everyone at the same time instead of tipping off analysts or large investors first. Think of it as making sure all players on a field hear the same announcement simultaneously; that fairness helps investors trust that stock prices reflect the same information and reduces the risk of sudden, unfair trading advantages or regulatory penalties for selective leaks.
Emerging growth company regulatory
"Emerging growth company"
An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.
NVIDIA Vera Rubin platform technical
"will include some of the initial deployments of the NVIDIA Vera Rubin platform"

FAQ

What is the value of CoreWeave (CRWV)'s new agreement with Meta?
CoreWeave’s new order form with Meta includes an initial commitment of approximately $21 billion. This amount covers new AI cloud capacity through December 20, 2032 and exercising an option for additional capacity through April 10, 2032 under the existing Master Services Agreement.

How long does the CoreWeave (CRWV) and Meta AI cloud agreement run?
The new order form provides Meta access to CoreWeave’s AI cloud capacity through December 20, 2032. It also reflects Meta’s exercise of an existing option for additional capacity through April 10, 2032 under a prior order form within the same Master Services Agreement.

What services will CoreWeave (CRWV) provide to Meta under the $21 billion deal?
CoreWeave will provide AI cloud computing capacity to support Meta’s inference workloads. The agreement includes dedicated capacity deployed across multiple locations and some initial deployments of the NVIDIA Vera Rubin platform, aiming to support complex, large-scale AI operations over the term of the contract.

Can the CoreWeave (CRWV) and Meta agreement be terminated early?
Yes. Either party may terminate the Master Services Agreement, and any order under it including the new order form, for cause. The contract also includes customary terms such as representations and warranties, indemnification, and limitations on liabilities governing the relationship and potential disputes.

How does this agreement fit into CoreWeave (CRWV)'s existing relationship with Meta?
The new order form operates under an existing Master Services Agreement dated December 10, 2023. It expands the relationship by adding new reserved capacity commitments and formalizing Meta’s exercise of a prior option, continuing CoreWeave’s role in supporting Meta’s AI development and deployment.

What technology will be used in the CoreWeave (CRWV) infrastructure for Meta?
The dedicated capacity for Meta will be deployed across multiple locations and will include initial deployments of the NVIDIA Vera Rubin platform. This setup is described as designed to optimize performance, resilience, and scalability for Meta’s large-scale AI inference workloads over the agreement term.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FALSE000176962800017696282026-03-312026-03-31

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
___________________________________
FORM 8-K
___________________________________
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934

Date of Report (date of earliest event reported): March 31, 2026
___________________________________
CoreWeave, Inc.
(Exact name of registrant as specified in its charter)
___________________________________

Delaware

001-42563

82-3060021
(State or other jurisdiction of
incorporation or organization)
(Commission File Number)
(I.R.S. Employer Identification Number)
290 W Mt. Pleasant Ave., Suite 4100
Livingston, NJ
07039
(Address of registrant's principal executive offices)
(Zip Code)
Registrant's telephone number, including area code: (973) 270-9737
___________________________________
Not Applicable
(Former name or former address, if changed since last report)
___________________________________
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol
Name of each exchange on which registered
Class A Common Stock, $0.000005 par value per share
CRWV
The Nasdaq Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).


Emerging growth company    ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐




Item 7.01 Regulation FD Disclosure.

On April 9, 2026, CoreWeave, Inc. (the “Company”) issued a press release to announce the events described below in Item 8.01. The press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

The information contained in this Item 7.01 of this Current Report on Form 8-K, including the accompanying Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing made by the Company under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filings, unless expressly incorporated by specific reference in such filings.


Item 8.01 Other Events.

On March 31, 2026, the Company and Meta Platforms, Inc. (“Meta”) entered into a new order form (the “Order Form”) under the existing Master Services Agreement (“MSA”) dated as of December 10, 2023, pursuant to which the Company provides Meta access to cloud computing capacity through fulfillment of reserved capacity orders submitted to the Company by Meta and as may be amended upon the Company’s and Meta’s mutual agreement. Subject to any termination described below and satisfaction of delivery and availability of service requirements, Meta has initially committed to pay the Company approximately $21 billion, inclusive of (i) access to new computing capacity under the Order Form through December 20, 2032 and (ii) the exercise of an existing option to access additional computing capacity under a previous order form through April 10, 2032.

Either party may terminate the MSA (and any order thereunder including the Order Form) for cause. The MSA contains customary provisions regarding representations and warranties, indemnification, and limitations on liabilities.

The foregoing description of the MSA does not purport to be complete and is qualified in its entirety by reference to the full text of the MSA, which was attached as Exhibit 10.1 to the Company’s Current Report on Form 8-K filed with the Securities and Exchange Commission on September 30, 2025 and is incorporated herein by reference.



Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.
 Description
99.1
Press Release issued by CoreWeave, Inc., dated April 9, 2026.
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)







SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: April 9, 2026

COREWEAVE, INC.
By:
/s/ Michael Intrator
Name:
Michael Intrator
Title:
Chief Executive Officer


EXHIBIT 99.1

COREWEAVE AND META ANNOUNCE $21 BILLION EXPANDED AI
INFRASTRUCTURE AGREEMENT

Meta to leverage CoreWeave’s AI cloud platform to scale inference workloads, underscoring the surging demand for large-scale AI compute
Livingston, NJ – April 9, 2026 – CoreWeave (Nasdaq: CRWV), the Essential Cloud for AI™, today announced an expanded, long-term agreement with Meta Platforms, Inc. to provide AI cloud capacity through December 2032 for approximately $21 billion. With this deal, the two companies are continuing their existing relationship increasing support for Meta’s development and deployment of AI.
The dedicated capacity will be deployed across multiple locations and will include some of the initial deployments of the NVIDIA Vera Rubin platform. This distributed approach is designed to optimize performance, resilience, and scalability for Meta’s AI operations.
The new agreement is a clear signal of the industry’s accelerating demand for high-performance infrastructure capable of supporting increasingly complex, large-scale AI workloads
“This is another example that leading companies are choosing CoreWeave’s AI cloud to run their most demanding workloads,” said Michael Intrator, Co-founder, CEO, Chairman of CoreWeave.
Additional details regarding the agreement are available in CoreWeave’s filing with the U.S. Securities and Exchange Commission.
About CoreWeave
CoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to move at the pace of innovation, building and scaling AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave serves as a force multiplier by combining superior infrastructure performance with deep technical expertise to accelerate breakthroughs. Established in 2017, CoreWeave completed its public listing on Nasdaq (CRWV) in March 2025. Learn more at www.coreweave.com.

press@coreweave.com

###

Source: View Original Filing on SEC EDGAR

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