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A Meta Partnership Could Be a Game Changer for CoreWeave's Growth Trajectory
Yahoo Finance· 2025-10-03 09:45
Key Points Meta Platforms signed a $14 billion deal with CoreWeave. The company has several deals with major tech companies. Revenue is expected to top $12 billion in 2026. 10 stocks we like better than CoreWeave › One side effect from the explosion in artificial intelligence (AI) in the last couple of years is the growth of some interesting tech stocks that have been able to take advantage of the trend. One example is CoreWeave (NASDAQ: CRWV), a New Jersey cloud-computing company that has been ...
OpenAI's Deal Machine Is in Overdrive—From CoreWeave To UiPath And Walmart
Benzinga· 2025-10-02 17:54
Core Partnerships - OpenAI's partnership with CoreWeave has expanded significantly, reflecting the high demand for compute power driven by AI adoption, with total agreements valued at approximately $22.4 billion [2][3]. - The initial agreement for computing power was signed for $11.9 billion, followed by a $4 billion agreement in May, and a further $6.5 billion deal at the end of September [2][3]. Strategic Collaborations - OpenAI and UiPath have formed a strategic partnership to integrate OpenAI's advanced AI models into UiPath's automation platform, enhancing enterprise solutions [4]. - This collaboration includes a specialized ChatGPT connector, facilitating the development and deployment of agentic automation for businesses [4]. Retail Sector Engagement - Walmart has announced a collaboration with OpenAI to implement a comprehensive AI skills program for its 2.1 million employees starting in 2026, focusing on skill-based advancement [5][6]. - The initiative aims to adapt Walmart's hiring and training processes to better align with AI-driven tools, showcasing the retailer's proactive approach to change [6]. Overall Impact - OpenAI's rapid expansion of partnerships across various sectors is driving innovation and business growth for both OpenAI and its partners [7].