- The report arises as Microsoft has apparently refused to take more resources in AI from the $ 1 billion startup
- Google has already undertaken to invest dozens of billions of capital expenses during the year 2025, probably in IA equipment
- In other news, the coreweave supported by Nvidia lost almost a quarter of its value in 48 hours in the middle of a wider discomfort
These are interesting moments for Coreweave with Nvidia, which provides optimized cloud infrastructure for AI workloads.
He was described as “Turkey” and “the WEWORK DE L’IA” by Jeffrey Emanuel, whose premonitory article warning from Deepseek wiped 2 billions of dollars in the world markets and reduced Nvidia’s market capitalization by $ 600 billion.
Around the same time, Microsoft moved away from an option of almost $ 12 billion to buy an additional Coreweave data center capacity. This same capacity finally went to the Openai supported by Microsoft. President Donald Trump’s prices, who wreaked havoc on the stock market, in particular in the technology sector, also had an impact on AI hyperscaler. The company lost almost a quarter of its value in 48 hours.
A significantly smaller investment
However, this is not all bad news, as a report of Information Affirms that Google is in advanced talks with Coreweave to rent Nvidia Blackwell tokens after having struggled to meet growing demand.
Google Anat Ashkenazi’s financial director said during the company’s recent profit call: “We left the year with more request than we had the available capacity. So, we are in a close situation of supply, working very hard to provide more online capacity. As I mentioned, we increased investments in CAPEX in 2024, to continue to increase in 2025, and we will bring more capacity throughout the year. “
There is not yet a word on how much Google could spend with Coreweave, but Information Reports that the amount will be “significantly smaller” than the $ 10 billion that Microsoft plans to spend by the end of the decade, or the new $ 12 billion contract in Openai.
Google and Coreweave would also be in “preliminary discussions” on the rental space in Corewave data centers to shelter the personalized TPU chips of Google, Information Add.
So true – Google and Coreweave have not commented InformationThe story that quotes “two people informed of the situation” as a source – it would be a welcome boost for Coreweave, who had to release his initial public offer and would have received 77% of his income from only two customers, including Microsoft.
