April 10 (Reuters) - Cloud infrastructure firm CoreWeave said it has struck a deal with Anthropic to supply the AI startup with cloud computing capacity, sending its shares up more than 13% on Friday.
The multi-year agreement, whose financial terms were not disclosed, will bring computing capacity for Anthropic online later this year and help it run workloads for its Claude family of AI models.
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The partnership will initially focus on a phased infrastructure rollout, with the potential to expand in the future, the companies said.
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The Anthropic deal is the latest in a series of agreements that CoreWeave has signed in recent months, thanks to surging demand for computing power required to develop and run AI models.
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CoreWeave struck an $11.9 billion deal with OpenAI last year, a $6.3 billion initial order with Nvidia in September and an expanded $21 billion deal with Meta on Thursday.
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The deal with Anthropic would also help CoreWeave diversify its revenue streams further - Microsoft accounted for about 67% of its revenue last year, and Meta is now among its largest customers.
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Anthropic has been rushing to secure more capacity. Earlier this week, it signed a deal with Broadcom and Google for AI capacity, while Reuters exclusively reported on Thursday that Anthropic was exploring the possibility of designing its own chips.
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CoreWeave, a so-called neocloud, offers hardware and cloud capacity as services to other tech firms. Its close ties with Nvidia have made it a key supplier of advanced AI chips that large AI and tech companies seek.
Reporting by Deborah Sophia in Bengaluru; Editing by Diti Pujara
Source: Reuters