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The CoreWeave Pivot: Scaling the AI Infrastructure Frontier
CoreWeave has landed another major AI infrastructure customer.
Anthropic has signed a multi-year deal with CoreWeave for cloud computing capacity, with rollout starting later in 2026. The market read-through is that leading AI model developers are still racing to secure compute wherever they can get it. That is supportive for GPU-heavy cloud providers, networking names, and data centre infrastructure suppliers. It also raises pressure on the view that only the biggest hyperscalers will capture AI demand.
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AI cloud capacity providers
Anthropic is securing more external AI capacity, and…
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