OpenAI has signed a new agreement with CoreWeave, committing up to $4 billion in payments through April 2029 to secure additional cloud computing capacity. This move strengthens OpenAI’s infrastructure as demand for AI-driven computing power continues to grow.
Strategic Expansion
CoreWeave, a Nvidia-backed cloud services provider, disclosed the agreement in a regulatory filing on May 15, 2025. The deal builds on an existing partnership between the two companies, reinforcing OpenAI’s reliance on high-performance computing resources to support its AI models, including ChatGPT.
Industry Impact
The agreement signals OpenAI’s continued efforts to diversify its cloud infrastructure, reducing dependence on Microsoft Azure, which has historically been a key provider of computing power for OpenAI.
CoreWeave’s rapid expansion has positioned it as a major player in AI-focused cloud computing, with the company planning $20 billion to $23 billion in capital expenditures for 2025 to scale its data center operations.
As AI adoption accelerates, this partnership underscores the growing need for specialized cloud infrastructure capable of handling large-scale AI workloads.
