Meta: The AI Deal Record

CoreWeave (Provider) · Meta (Buyer)

Value

approximately $21B

Capacity / term

n/a

First revenue

not disclosed

Sources

[1] tier-1[2] other

Meta committed approximately $21B of additional spend with CoreWeave in April 2026, exercising the expansion-through-2032 option in the September 2025 agreement and taking the disclosed Meta-CoreWeave total to roughly $35B. Counted separately from the parent row; the $35B cumulative figure is never stored.

Oracle (Provider) · Meta (Buyer)

Value

approximately $20B

Capacity / term

n/a

First revenue

not disclosed

Sources

[1] tier-1[2] tier-1[3] other

Oracle to provide Meta with training and deployment capacity alongside Meta's existing cloud providers. Status is binding on the strength of Oracle's public confirmation (CNBC, 2025-10-16); the dollar value is Bloomberg's reported ~$20B from the September talks, kept at media_reported with its own as_of date since neither company has stated a figure. Announced the row's date as the confirmation date, not the talks date.

Conditions: Oracle confirmed the existence of a Meta cloud deal on 2025-10-16 without disclosing terms; the ~$20B multi-year value comes from Bloomberg's reporting of the talks on 2025-09-19 and was never officially stated.

CoreWeave (Provider) · Meta (Buyer)

Value

up to $14.2B

Capacity / term

n/a · 6y

First revenue

not disclosed

Sources

[1] tier-1[2] other[3] other

CoreWeave to supply Meta with up to $14.2B of AI computing capacity through December 2031, including access to Nvidia GB300 systems, per CoreWeave's SEC filing and same-day coverage. Announced days after the September OpenAI expansion, establishing Meta as CoreWeave's second anchor customer. Term shown as 6 years (2025 signing through December 2031).

Conditions: Runs through December 2031 per CoreWeave's SEC disclosure, which also gave Meta the option to materially expand its commitment through 2032; that option was exercised in April 2026 (see meta-coreweave-expansion-2026-04).