Meta Expands AI Infrastructure Supply to $28 Billion.. Executive Share Sales Continue

CoreWeave, Inc. (NASDAQ: CRWV) has expanded its long-term infrastructure agreement with Meta Platforms to provide dedicated AI cloud capacity through December 2032. The deal is reportedly valued at approximately $21 billion (about KRW 28 trillion). The company plans to deploy capacity across multiple data centers in North America and other regions, and will adopt NVIDIA’s Vera Rubin platform from the outset to support Meta’s large-scale AI inference demands. During the same period, the CFO and CSO sold a portion of their common shares on the open market under pre-established Rule 10b5-1 trading plans, but they still retain significant equity stakes both directly and through various trusts.

Recently, CoreWeave has strengthened its financial foundation by securing roughly $8.5 billion (around KRW 11 trillion) in GPU-collateralized loans to fund multi-trillion-won AI data center expansions, while deepening its equity partnership and long-term supply cooperation with NVIDIA. The company has also signed multi-year computing infrastructure agreements with generative AI providers such as Anthropic and Perplexity, broadening its customer base.

As an AI cloud hyperscaler specializing in NVIDIA GPU-based high-performance computing and generative AI workloads, CoreWeave has grown since its 2025 NASDAQ listing on the back of large clients like Meta, Microsoft and OpenAI. With the proliferation of generative AI, large-scale investments in GPU data centers are accelerating, driving rapid growth in capital expenditures and long-term supply contracts across the AI infrastructure industry.