CoreWeave, 실적 발표라는 중요한 시험을 앞두고 대형 AI 계약을 따냈다고 Yahoo Finance Australia가 보도했다.

Shares of CoreWeave Inc. (CRWV) climbed almost 5% after the company said it had signed a multi-year deal to provide cloud computing services to British autonomous driving startup Wayve.

Under the deal, Wayve will use CoreWeave's cloud infrastructure, which runs on Nvidia's Blackwell graphics processing units, to train and test its autonomous driving algorithms. Wayve already uses Weights & Biases, the machine-learning development platform that CoreWeave acquired last year. The new agreement adds computing infrastructure to that existing relationship.

Wayve develops self-driving technology for carmakers including Mercedes-Benz, Nissan and Stellantis. It also has a strategic cooperation with Uber. Its approach depends on gathering real-world driving data, training models and evaluating improvements before deploying new systems. CoreWeave's infrastructure is built to meet the computing demands of these operations.

The deal broadens CoreWeave's customer base from traditional AI applications to autonomous vehicles and physical AI. It also points to continued demand for Nvidia's advanced technology in areas beyond typical cloud computing.

The contract's financial terms and estimated revenue contribution were not disclosed.

The next catalyst will be Wayve's expansion into CoreWeave Cloud and whether the partnership contributes to future revenue growth.