Anthropic PBC agreed to rent data center capacity from CoreWeave, Inc. Inc. as part of efforts to handle increasing demand for its artificial intelligence services.
U.S.-listed shares of the company rose 6% in premarket trading.
The multiyear deal will help Anthropic build and deploy its Claude AI models, CoreWeave said Friday in a statement. The capacity will include a variety of Nvidia Corp. chip architectures at data centers in the US, CoreWeave Chief Executive Officer Michael Intrator said in an interview. The companies declined to disclose financial terms of the agreement.
Anthropic, along with OpenAI, has been at the forefront of the explosion in AI services, and at times has struggled to keep its products online in the face of what it called “unprecedented demand.” The company is working to build more computing capacity, including committing $50 billion toward new AI data centers in the US. San Francisco-based Anthropic is among the most-valuable closely held companies, at $380 billion, including $30 billion it raised recently.
Earlier this week, Anthropic announced a partnership with Broadcom Inc. and Alphabet Inc.’s Google to gain 3.5 gigawatts of energy. A gigawatt is enough electricity for about 750,000 US households at any one time.
CoreWeave is part of a group dubbed “neoclouds,” which specialize in renting out high-performance cloud computing for AI workloads. Customers such as Microsoft Corp. have turned to neoclouds to quickly boost their ability to build and offer AI products.
CoreWeave has 43 active data centers and has contracted out over 3 gigawatts of power for server farms, the company said in February. On Thursday, CoreWeave announced a $21 billion commitment from Meta Platforms Inc. to purchase its computing power.
With the agreement, CoreWeave now counts the four largest AI model makers — Anthropic, OpenAI, Google and Meta — as customers, Intrator said.
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