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Cloud capacity · Evidence brief

CoreWeave expands OpenAI AI cloud services order

CoreWeave + OpenAI

Primary sourceSEC summary2025-09-30
Deal structureAI cloud services order form expansion
GeographyUnited States
Infrastructure layersCloud + GPUs + AI labs
Disclosed scaleUp to $6.5B incremental OpenAI commitment through May 2031

Why it matters

The strategic read

Shows OpenAI layering additional capacity onto specialist GPU clouds while simultaneously pursuing Stargate and direct chip partnerships.

Source-supported terms

What was disclosed

  1. 01

    CoreWeave disclosed an additional OpenAI order form in securities filings.

  2. 02

    The order was described as up to about $6.5B through May 31, 2031.

  3. 03

    The expansion sits on top of OpenAI’s earlier CoreWeave infrastructure agreement.

Disclosure boundary

What is known—and what is not

SEC summary; order-form economics disclosed at high level only.