Compute · the Ledger · Capacity contract
Meta signs a new CoreWeave order form; Meta's initial commitment is ~$21B through December 20, 2032
Amended · announced 9 Apr 2026 · the week to 10 Apr 2026
- Size
- $21B
~$21B is inclusive of the exercise of an existing option under the previous (September 2025) order form, so it is not wholly incremental.
The parties
- Metacompany pageBuyer
- CoreWeavecompany pageProvider
The source
CoreWeave 8-K, 2026-04-09Regulatory filing
Order form under the December 10, 2023 MSA, entered 2026-03-31. Capacity includes initial Nvidia Vera Rubin deployments. Expands meta-coreweave-capacity-2025-09.
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
- 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
- Meta and Blue Owl form an 80/20 JV for the Hyperion campus in Louisiana; Meta leases it from 2029 with a residual value guarantee$12.3B · 21 Oct 2025