A 2025 report on major technology deals positioned CoreWeave significantly within the artificial intelligence infrastructure boom. The analysis confirmed the company's role as a crucial partner, noting its substantial, multi-billion dollar contracts to provide computing power to key AI players.

The report detailed two major agreements. CoreWeave secured a $14 billion deal with Meta. It also holds a five-year, $11.9 billion contract with OpenAI.

These contracts reflect a wider trend of massive investments in AI chips and cloud computing. This sector-wide investment significantly increased company valuations throughout the year. The analysis did not include information on a specific market reaction.