When it comes to artificial intelligence, most investors think of players such as Nvidia, Microsoft or Amazon, but this segment as a whole is also made up of other promising players. Artificial intelligence does not work independently – the presence of infrastructure providers is necessary for its operation and expansion. The latest $14.2 billion deal between Meta and CoreWeave is direct proof of this.
Meta and computing power
If we were to look at the scope of Meta's business, we would find that it is no longer exclusively about social networks. The long-term ambition is to build one of the largest AI infrastructures in the world. Of course, in order to make these goals a reality, it is necessary to invest a significant part of the capital. Meta itself expects total capital expenditures in the range of $114 billion to $118 billion for 2025, with the share reserved for AI increasing more and more.
Essential article
CoreWeave has become a key partner for these ambitions. This firm builds and leases data centers equipped with graphics processors from Nvidia. These are essential for the training and operation of large AI models. It is also important that Meta's statement to the US Securities and Exchange Commission implies a possible expansion of computing capacity by 2032.
However, this is not the first major contract for CoreWeave. The company recently expanded its deal with OpenAI by another $6.5 billion, bringing the total value of this specific contract to $22.4 billion. Ultimately, it is clear that CoreWeave is increasingly profiling itself as an essential link in the global AI infrastructure, which has considerable potential to directly affect the fundamental situation of the company.
Market reaction
The reaction to this agreement came relatively immediately on the stock exchange. CoreWeave's share price rose nearly 12% following the announcement, a clear sign of a positive impact on the company as a whole.*
CoreWeave's share price performance since its IPO
The future of the AI ecosystem
The partnership between CoreWeave and Meta is a demonstration of how the AI ecosystem is changing. While a few years ago the cloud was almost the exclusive domain of, for example, Amazon, Microsoft or Google, today there are specialized players who can offer infrastructure tailored to the needs of AI.
* Past performance is not a guarantee of future results.
Resources:
https://www.cnbc.com/2025/09/30/coreweave-meta-deal-ai.html
https://www.cnbc.com/2025/09/28/a-look-at-openais-tangled-web-of-dealmaking.html
https://www.cnbc.com/2025/07/30/metas-big-ai-spending-blitz-will-continue-into-2026-.html
