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Will the $14.2B Meta Deal Give CoreWeave an Edge Over Competitors?
ZACKS· 2025-10-07 14:21
Key Takeaways Meta's deal with CoreWeave, worth up to $14.2B, extends through 2031 with potential expansion to 2032.CoreWeave's OpenAI and META partnerships enhance its credibility and long-term revenue visibility.Nebius and Microsoft remain strong competitors as AI-cloud demand and capital investments surge.CoreWeave’s (CRWV) position in the rapidly growing AI infrastructure market is likely to get a boost following its recent deal with Meta Platforms (META) . Under the partnership, CRWV will supply META w ...