CoreWeave just inked a $14+ billion agreement with Meta to supply AI compute infrastructure through 2031 (with option to extend). This deal gives Meta access to Nvidia’s latest GB300 systems and solidifies CoreWeave’s position as a key infrastructure player in the AI arms race. What to watch: • Demand for GPU / compute capacity will skyrocket • CoreWeave’s valuation & stock are surging • Deals like this put pressure on cloud incumbents Is this the moment CoreWeave overtakes the “big cloud” titans? 🤔 ......See More