CoreWeave secured a new agreement to provide its AI cloud platform to Runway, a specialist in AI-powered video generation tools. Runway will utilize the infrastructure to scale and accelerate its next-generation video models.
This collaboration underscores the increasing demand for specialized, GPU-heavy workloads. The demand is shifting beyond text-based AI and into creative fields, including video and simulation.
Despite the positive customer announcement, CoreWeave stock declined 0.9% on December 12, 2025.
The decline occurred amid broader market caution regarding the "AI trade." Investors are questioning the short-term returns on significant AI infrastructure investments, a sentiment recently influenced by Oracle’s financial results.