CoreWeave stock jumps 10% after Anthropic AI Cloud deal

CoreWeave’s shares surged 10–13% following news of a multi-year AI infrastructure agreement with Anthropic, securing GPU capacity to scale Claude’s production deployments.

This comes hot on the heels of its landmark $21 billion deal with Meta through 2032, cementing CoreWeave as the go-to cloud provider for 9 of the top 10 AI model developers.

With a $66 billion backlog and 2026 revenue projected at $12 billion+, CoreWeave is rapidly expanding U.S. data center capacity to meet surging demand — bypassing chip shortages and powering the next wave of AI inference at hyperscale.