CoreWeave Secures $4 Billion OpenAI Partnership, Reduces Microsoft Dependence by 62%

CoreWeave, an AI infrastructure company backed by NVIDIA, has secured a $4 billion partnership agreement with OpenAI. This strategic alliance is set to bolster CoreWeave's standing in the AI infrastructure market and reduce its dependence on Microsoft, which accounted for 62% of its revenue in 2024. CoreWeave's extensive infrastructure, comprising 32 data centers and over 250,000 NVIDIA GPUs, provides a robust foundation for this collaboration.

Under the terms of the agreement, CoreWeave will supply OpenAI with essential AI infrastructure, including GPU cloud services. This support will enable OpenAI to expand its computing capabilities, facilitating the training and deployment of its latest AI models. The partnership is expected to drive significant advancements in AI technology, leveraging CoreWeave's powerful hardware and OpenAI's innovative software solutions.

This collaboration marks a pivotal moment for both companies. For CoreWeave, it represents a strategic shift away from a single revenue source, diversifying its client base and enhancing its market position. For OpenAI, the partnership provides access to cutting-edge infrastructure, essential for developing and deploying advanced AI models. The alliance underscores the growing importance of AI infrastructure in driving technological innovation and highlights the potential for collaboration between leading AI companies and infrastructure providers.