Open AI OpenAI Pours $12B into CoreWeave – Microsoft Surprised
Apr 17, 2025
OpenAI's jaw-dropping $12 billion investment in CoreWeave has shaken up the tech landscape. This unexpected move caught Microsoft off guard, prompting a reassessment of their strategy. The discussion dives into how this alliance could reshape the AI competitive scene, especially with CoreWeave's connections to Microsoft and aspirations for a public offering. It's a pivotal moment in AI development that could change everything!
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OpenAI's $12B GPU Cloud Move
- OpenAI invested $12 billion into CoreWeave to secure GPU cloud resources for AI training.
- CoreWeave rapidly grew revenue to $1.9B with 62% from Microsoft and is backed by NVIDIA owning 6%.
CoreWeave's Revenue Risk
- Microsoft was CoreWeave's biggest revenue source at 62%, creating dependency risk.
- With OpenAI's new deal, CoreWeave diversifies but risks losing significant income if Microsoft pulls out.
OpenAI-Microsoft Relationship Strain
- OpenAI's $12B deal with CoreWeave spans five years and likely involves staged payments tied to milestones.
- This partnership may strain OpenAI's relationship with Microsoft, their previous primary cloud provider.