Nvidia Powers Meta’s $21B AI Cloud Deal and Backs $400M RISC-V Funding
Meta signed a $21 billion contract with CoreWeave securing AI cloud capacity through 2032 that will deploy Nvidia’s Vera Rubin platform across multiple sites. Nvidia also participated in SiFive’s $400 million Series G funding to expand RISC-V data-centre CPU and AI IP, bolstering its NVLink Fusion interconnect ecosystem.
1. Meta and CoreWeave Secure Long-Term AI Capacity
Meta entered a $21 billion agreement with CoreWeave to secure dedicated AI cloud infrastructure through December 2032. This multi-site deal guarantees CoreWeave will provision Nvidia’s Vera Rubin platform to support Meta’s large-scale inference workloads over the next decade.
2. Deployment of Nvidia’s Vera Rubin Platform
The contract specifies deployment of the Vera Rubin AI infrastructure, enabling distributed inference across CoreWeave’s data centres. This commitment underscores rising demand for Nvidia’s GPUs and software stack to power advanced AI models.
3. Nvidia’s Strategic Investment in SiFive
Nvidia led participation in SiFive’s oversubscribed $400 million Series G round, valuing the RISC-V specialist at $3.65 billion. The funding accelerates development of open-standard CPU IP and promotes integration with Nvidia’s NVLink Fusion interconnect.
4. Implications for Nvidia’s Data Centre Growth
These developments position Nvidia at the center of both GPU-based AI inference and emerging RISC-V CPU ecosystems. Long-term cloud commitments and strategic investments could drive sustained revenue growth in data-centre compute solutions.