2025-09-15, compute commitment
Disclosed: $6.3bn
Committed: undisclosed
Basis: announced ceiling
Confidence: medium
Term: undisclosed
RCR Wireless, 2025-09-16
CoreWeave disclosed in a filing that NVIDIA placed an order with an initial value of 6.3 billion US dollars obliging NVIDIA to purchase CoreWeave capacity not taken up by customers, through April 2032.
coreweave>openai>oracle>nvidia
CoreWeave issued $350M of its stock to OpenAI on 2025-03-10, closed and committed in full. Oracle's GPU purchase from NVIDIA was reported at $40B on 2025-05-23. NVIDIA announced a compute commitment to CoreWeave with a $6.3B ceiling on 2025-09-15, and OpenAI one to Oracle with a $300B ceiling on 2025-09-23. The committed amounts of those three are undisclosed.
Closed on 2025-09-23