tech
April 10, 2026
CoreWeave signs multi-year Anthropic deal as nine of ten top AI model providers join its platform
In short: CoreWeave announced a multi-year agreement with Anthropic on April 10, 2026, giving the Claude maker access to Nvidia GPU capacity across US data centres for production-scale AI workloads. Financial terms were not disclosed. The deal arrives one day after CoreWeave announced a $21 billion expansion of its Meta partnership, and adds Anthropic to a customer roster that now covers nine of the ten leading AI model providers. CoreWeave generated $5.13 billion in revenue in 2025 and is guiding for more than $12 billion in 2026, backed by a contracted backlog exceeding $66 billion.
TL;DR
- CoreWeave announced a multi-year agreement with Anthropic for Nvidia GPU capacity on April 10, 2026.
- This deal adds Anthropic to CoreWeave's roster, which now includes nine of the top ten AI model providers.
- CoreWeave reported $5.13 billion in revenue for 2025 and projects over $12 billion for 2026, with a contracted backlog exceeding $66 billion.
- The company's growth is significant, but it faces concentration risk due to Microsoft accounting for approximately 67% of its 2025 revenue.
- Anthropic's annualised revenue run rate surpassed $30 billion in early April 2026, necessitating expanded infrastructure commitments.
- Anthropic is also securing TPU capacity from Google and Broadcom, and is reportedly exploring custom AI chip design.
- CoreWeave's customer base includes Meta, OpenAI, Mistral, Cohere, IBM, and Nvidia itself.
- CoreWeave secured a $21 billion expansion of its Meta partnership shortly before the Anthropic announcement.
- The GPU cloud market is increasingly seen as a permanent layer of the AI stack, with CoreWeave solidifying its position through long-duration contracts.
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