CoreWeave announced Friday that it has entered a multi-year agreement with Anthropic to power its Claude artificial intelligence models as demand for infrastructure continues to climb.
Shares of the neocloud climbed about 4% following the news.
“With the addition of Anthropic, nine of the leading ten AI model providers now leverage CoreWeave’s platform, reflecting the growing demand for infrastructure that can support AI at scale,” CoreWeave said in the announcement.
The deal comes one day after Meta committed to spending an additional $21 billion with the AI cloud provider. The deal adds to a prior $14.2 billion commitment announced in September.
CoreWeave declined to disclose the value of the Anthropic deal. The cloud provider told CNBC that of the top ten foundational AI models, Elon Musk’s xAI is the one company they do not yet work with.
According to the announcement, the Anthropic deal will focus initially on a “phased infrastructure roll-out,” with the potential to expand.
CoreWeave operates data centers with hundreds of thousands of the Nvidia graphics processing units that power AI models. While hyperscalers are building out their own data centers, major companies including Microsoft, OpenAI and Google also use infrastructure from CoreWeave to meet the soaring demand.
Anthropic’s Claude and its AI-powered coding assistant Claude Code have exploded in popularity this year. Anthropic said Monday that its annual run rate topped $30 billion, up from $9 billion at the end of 2025.
CoreWeave year-to-date stock chart.
