Meta Expands AI Cloud Deal to $21B and Secures $6B Fiber Supply
Meta expanded its long-term AI cloud capacity agreement with CoreWeave to $21 billion through December 2032 and secured a multiyear up-to-$6 billion optical fiber supply deal with Corning for AI infrastructure. It also launched its Muse Spark AI model for product integration, despite trailing Anthropic’s Mythos in performance.
1. CoreWeave AI Cloud Expansion
Meta extended its existing partnership with CoreWeave by adding an additional $21 billion in AI cloud capacity through December 2032. The dedicated capacity will deploy across multiple locations using NVIDIA’s Vera Rubin platform to boost performance, resilience and scalability for Meta’s AI workloads.
2. Corning Optical Fiber Partnership
Meta secured a multiyear, up-to-$6 billion agreement with Corning to supply advanced optical fiber and connectivity solutions for its AI infrastructure expansion. The deal includes construction of an expanded manufacturing facility in North Carolina to meet rising demand for high-bandwidth interconnects.
3. Muse Spark Product AI Model
Meta’s Superintelligence group released Muse Spark, the first model in its Muse series designed specifically for product-driven applications. The model aims to power features across social media, messaging and digital ads with a focus on user engagement and monetization.
4. Competitive Performance vs. Mythos
Internal benchmarks indicate Anthropic’s Mythos currently outperforms Muse Spark in key AI tasks, but this gap has not deterred Meta’s rollout plans. Investors appear more focused on the infrastructure investments and potential revenue lift from integrated AI products than on short-term model comparisons.