CoreWeave has signed a multi-year contract with Anthropic. The company, which specializes in cloud infrastructure for AI, will provide computing power (GPUs) to train and run Claude AI models. The capacity will be deployed gradually starting in 2026 in data centers (mainly in the United States).
Impact on the market
The announcement triggered a significant rise in CoreWeave’s stock: +37.5% since the deal was announced on Friday, April 10, 2026. This highlights the strong demand for AI infrastructure, which has become a bottleneck for companies training their own LLM models.
Strategic stakes
For Anthropic, the goal is to access more computing power to support the rapid growth of its Claude models and meet massive enterprise demand for its AI services.
For CoreWeave, the agreement will strengthen its position as a key player in the AI cloud space and help it continue attracting AI pioneers (OpenAI, Meta, etc.).
Global context
The deal illustrates a global race for computing resources for AI. Specialized companies like CoreWeave are becoming critical in the face of tech giants. This agreement comes just after other major partnerships (notably with Meta), confirming a surge in AI investment.
Key takeaway
The battle in AI is not only about models (like Claude), but also, and above all, about access to computing power, which has become a key factor in dominating the sector. In a difficult financial environment for most companies, due to the war in Iran and the surge in oil prices, AI appears to be the only sector currently attracting massive capital.