Compute · the Ledger · Capacity contract
Meta commits up to ~$14.2B through December 14, 2031 for CoreWeave cloud capacity
Signed · announced 30 Sept 2025 · the week to 3 Oct 2025
- Size
- $14.2B
Initially committed to pay up to approximately $14.2B (a ceiling), with an option to materially expand through 2032.
The parties
- Metacompany pageBuyer
- CoreWeavecompany pageProvider
The source
CoreWeave 8-K, 2025-09-30Regulatory filing
Order form under the December 10, 2023 Meta MSA (filed as Exhibit 10.1). Expanded 2026-03-31 (see meta-coreweave-capacity-2026-03).
The same parties, other deals
- Jane Street commits ~$6B to CoreWeave's AI cloud and buys $1B of CoreWeave stock at $109.00$6B · 15 Apr 2026
- Meta signs a new CoreWeave order form; Meta's initial commitment is ~$21B through December 20, 2032$21B · 9 Apr 2026
- CoreWeave closes $8.5B DDTL 4.0, rated A3/A (low), to finance GPU servers for a customer contract$8.5B · 31 Mar 2026
- Meta signs a five-year Nebius agreement: $12B of dedicated Vera Rubin capacity plus up to $15B of unsold-capacity purchases$12B · 16 Mar 2026
- Meta commits to buy the first 1 GW of AMD Instinct GPUs (up to 6 GW); AMD issues Meta a warrant for up to 160M sharesundisclosed · 24 Feb 2026
- Nvidia buys $2B of CoreWeave Class A stock at $87.20 per share; companies sign a 5 GW buildout framework$2B · 26 Jan 2026