CoreWeave Lands $4B OpenAI Deal—Cloud GPU Arms Race Heats Up

Nvidia-backed cloud provider CoreWeave just locked down a $4 billion commitment from OpenAI, marking the largest AI infrastructure deal to date. The 5-year agreement secures massive GPU capacity for ChatGPT’s explosive growth—and sends a clear shot across the bow at hyperscalers like AWS and Azure.

Why it matters: With AI training costs spiraling into the stratosphere, controlling compute supply chains is becoming the new moat. CoreWeave’s specialized infrastructure offers 3-4x cost efficiency over general-purpose clouds—critical when a single GPT-5 training run could burn $500 million in compute.

The cynical take: Another nine-figure check written by VCs who think ’AI infrastructure’ is the new ’blockchain middleware.’ At least this one comes with actual revenue attached.