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CoreWeave Gains Role in Google-OpenAI Cloud Deal to Supply AI Computing Power

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CoreWeave, a specialized cloud computing company built on Nvidia GPUs, has become a key provider in Google’s new partnership with OpenAI, sources told Reuters. Under the deal, CoreWeave will supply computing capacity to Google Cloud, which will then sell these resources to OpenAI to support growing demand for AI services such as ChatGPT. Google will also contribute some of its own computing infrastructure directly to OpenAI.

This arrangement underscores the evolving relationship between major cloud hyperscalers like Google, Microsoft, and Amazon and emerging “neocloud” providers like CoreWeave, which focus heavily on AI workloads. CoreWeave went public in March and already has a significant presence in OpenAI’s infrastructure, holding a five-year $11.9 billion contract and an equity investment of $350 million from OpenAI.

The partnership was expanded last month with an additional agreement worth up to $4 billion through 2029. Bringing Google Cloud onboard as a customer helps CoreWeave diversify its revenue while leveraging Google’s deep pockets to secure better financing for data center expansions. For Google, it enhances its cloud business by tapping into the surging AI market and positions it as a neutral provider of compute resources amid competition with Amazon and Microsoft.

CoreWeave’s stock has surged over 270% since its IPO, reflecting strong investor confidence despite concerns over leverage and GPU demand shifts. Meanwhile, Microsoft, CoreWeave’s former largest customer, is reconsidering its data center strategy and renegotiating investment terms with OpenAI.

Neither CoreWeave, Google, nor OpenAI commented on the details of the deal.

Talen Energy and Amazon Partner on Nuclear Power Deal to Fuel AWS Data Centers

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U.S. utility Talen Energy announced an expanded partnership with Amazon to supply up to 1,920 megawatts of carbon-free electricity from its Susquehanna nuclear plant in Pennsylvania to Amazon Web Services (AWS) data centers. The long-term agreement, lasting until 2042, provides Talen with a stable revenue stream while supporting Amazon’s growing energy needs for AI and cloud operations.

Both companies are also exploring the construction of new Small Modular Reactors within Talen’s Pennsylvania footprint and considering expanding the existing nuclear plant’s capacity. This deal comes amid rising U.S. electricity demand for data centers and AI workloads—the first increase in two decades—pushing Big Tech firms to secure reliable and sustainable power sources.

Earlier this month, Constellation Energy reached a similar deal with Meta Platforms to keep an Illinois nuclear reactor operational for 20 more years.

Following the announcement, Talen Energy shares rose nearly 8% in premarket trading.

Kevin Miller, AWS vice president of global data centers, highlighted the investment’s local economic impact, calling it the largest private sector investment in Pennsylvania’s history with $20 billion committed and 1,250 high-skilled jobs created. Miller also emphasized AWS’s commitment to powering its infrastructure with carbon-free energy through this collaboration.

Amazon Pledges $20 Billion Investment to Expand Cloud Infrastructure in Pennsylvania

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Amazon.com announced on Monday a plan to invest at least $20 billion in Pennsylvania to significantly expand its data center infrastructure. This move adds to Amazon’s multi-billion-dollar commitments supporting the rapid growth of artificial intelligence technologies.

The Pennsylvania investment follows closely after Amazon’s recent announcements to invest $10 billion in North Carolina and over $5 billion in new cloud infrastructure projects in Taiwan. These investments highlight the tech giant’s strategy to boost its cloud computing capacity amid intense competition in generative AI and cloud services.

Amazon expects the Pennsylvania project to create 1,250 high-skilled jobs directly, while also supporting thousands more jobs across the Amazon Web Services (AWS) data center supply chain. Salem Township and Falls Township have been identified as initial locations for new data center campuses.

The company reported capital expenditures of approximately $25 billion in the first quarter of 2025 and indicated plans to maintain this spending level throughout the year. It has not yet clarified whether the $20 billion in Pennsylvania is included in the current expenditure plans or provided a specific timeline for the investment.