Meta locks in NVIDIA GPUs with CoreWeave until 2031

Meta’s landmark deal with CoreWeave secures NVIDIA GPU access through 2031, reshaping the AI and cloud infrastructure landscape.

Meta has struck a landmark deal with CoreWeave, securing long-term access to scarce NVIDIA GPU capacity through 2031. This partnership has the potential to reshape the cloud and AI infrastructure race, giving Meta a powerful edge in an industry where compute power is now as valuable as capital itself.

Brad Gastwirth from Circular Technology joins to break down what CoreWeave offers that AWS and Azure don’t, and how this deal validates the rise of specialised cloud providers. With GPU scarcity at record levels, the move highlights the lengths tech giants will go to secure critical resources.

We also explore what this means for the AI supply chain, from hyperscalers to startups, and whether power availability is now as big a bottleneck as chips. Subscribe to never miss an episode of Ticker – https://www.youtube.com/@weareticker
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