Openai has just signed a contract of 11.9 billion dollars, according to Reuters. It’s a poisoned dart for Microsoft

The idyll between OpenAI with Microsoft It seems to be a thing of the past. Both companies have been preparing their respective future strategies for months, and it seems clear that in both cases the objective is the same: cut that relationship and independent of each other. Openai ends up announcing something key to achieve it. He has thrown new girlfriend, could be said.

Who is Coreweave. Coreweave is a startup in which Nvidia has 6% participation. The company has a compound infrastructure (at the end of 2024) by 32 data centers with about 250,000 graphics cards of NVIDIA. Now he added more, including the new GPUS with Blackwell architecture, and thanks to that he can offer training and inference services for AI models.

They started with crypts. The company is an example of the conversion, because when it was founded in 2017, Coreweave (then called Atlantic Crypto) was dedicated to Ethereum mining with GPUS. After the value fall in cryptocurrencies in 2018 they ended up changing their name and focus a year later.

OpenAI signs an agreement with Coreweave. According to Reuters These two companies have reached an agreement worth 11.9 billion that will last five years. OpenAI will receive $ 350 million from Coreweave shares, and while Coreweave earns a spectacular customer for his future. And above all, in the face of his future public offer of actions.

An impulse for your OPA. Coreweave is about to go overand intends to lift at least 4,000 million dollars. In 2024 they had revenues of 1.9 billion dollars, almost eight times more than in 2023, when 228.9 million dollars entered.

Which is also double. The problem that Coreweave had is that they depended almost on a single client, Microsoft, which was responsible for 62% of that income. It also has as clients Cohere, goal and mystral, but with less prominence. Openai alliance is especially important to encourage investors to trust their future and in success of that IPO.

Microsoft and OpenAi go to yours. In the announcement of the Stargate project it was clear that Microsoft would cease to be the only opening infrastructure provider of OpenAI. Meanwhile, Microsoft works In its own reasoning models to compete with those of OpenAI or Deepseek R1, for example, that effort is added to the development of the models Like Phi 4.

A Plan B for Azure or AWS. OpenAI seems determined to avoid as much as possible to large cloud infrastructure suppliers such as Microsoft with Azure or Amazon with AWS. His alliance with Coreweaver is especially significant, especially since it implies another evidence that the alliance with Microsoft seems definitely condemned.

Image | Techcrunch | Coreweave

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