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CoreWeave (CRWV) has secured a significant partnership with Meta Platforms (META), which will see CRWV providing cloud computing capacity for up to $14.2 billion through December 14, 2031, with potential expansions into 2032. This deal follows CRWV’s recent contract expansion with OpenAI, now totaling $22.4 billion, aimed at enhancing AI training capabilities.
Additionally, Nebius (NBIS) poses competition, as it reported a 625% year-over-year revenue growth to $105.1 million in Q2 2025 and secured a $17.4 billion deal with Microsoft to supply GPU capacity through 2031. Microsoft continues to dominate the AI cloud infrastructure market with over 400 data centers and plans for more than $30 billion in capital expenditures in the first quarter of fiscal 2026.
CRWV shares have increased 43.1% over the past month, trading at 24.61X price/book ratio, significantly above the Internet Software Services industry average of 6.62X. Despite this momentum, maintaining competitive advantage amid fierce rivalry remains a challenge.
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