Overview

• Seeking Alpha reported that CoreWeave signed a $14.2 billion agreement to supply compute power to Meta Platforms.
• CoreWeave’s stock rose as much as roughly 15% intraday following the report.
• The agreement would diversify revenue by adding a major hyperscale customer beyond Microsoft.
• The article warns that current AI infrastructure spending appears unsustainably high, signaling caution on longer-term fundamentals.
• The author still sees limited near-term impact on the stock and keeps a Buy rating, noting recent underperformance versus peers.