Economic news

Jane Street Signs $6B AI Cloud Deal with CoreWeave, Boosts Stake

April 15 (Reuters) - Trading firm Jane Street has committed about $6 billion for CoreWeave's cloud services, marking the third major deal for the Nvidia-backed cloud ​company in a week and underscoring surging demand for computing capacity.

Jane ‌Street also made a $1 billion equity investment in CoreWeave at a purchase price of $109 per share, the companies said on Wednesday. That represents a discount of 7% ​to CoreWeave's last closing price.

The investment will bring Jane Street's ​position in CoreWeave to about $1.44 billion, according to LSEG data, ⁠making the firm the fifth-largest shareholder in the company.

CoreWeave last week ​struck a multi-year deal with Claude-creator Anthropic to supply the AI company ​with computing capacity. It also announced an expanded $21 billion deal with Meta, expanding a $14.2 billion agreement the pair signed last year.

So-called neoclouds like CoreWeave and peer Nebius ​are seeing a massive surge in demand as companies race to ​secure the computing capacity required to develop and run AI models. Neoclouds provide hardware ‌and ⁠cloud capacity as services to other firms.

CoreWeave's close ties to Nvidia have also given it an edge, making it a key supplier of advanced AI chips that tech giants are after. The company currently has ​a market valuation ​of $61.61 billion, up ⁠from the $23 billion valuation it notched in its market debut last year.

Shares of New Jersey-based CoreWeave, which have surged ​nearly 64% so far this year, were down 2% in early trading.

CoreWeave ​has ⁠said it would spend between $30 billion and $35 billion this year in capital expenditure, more than double its 2025 spending, owing to purchases of more Nvidia ⁠chips, ​data center buildout and securing power for ​the facilities.

Saddled with ballooning financing costs, CoreWeave reported long-term total debt of more than $14 billion ​as of December.

Reporting by Deborah Sophia in Bengaluru; Editing by Tasim Zahid

Source: Reuters


To leave a comment you must or Join us


More news


Back to economic news list

By visiting our website and services, you agree to the conditions of use of cookies. Learn more
I agree