On April 9, CoreWeave announced a $21 billion expanded AI cloud agreement with Meta running through December 2032, including initial deployments of NVIDIA's Vera Rubin platform. The following day, CoreWeave announced a separate multi-year agreement with Anthropic to power Claude inference workloads across US data centers, pushing the company's stock up 10%. The two deals, announced less than 48 hours apart, leave nine of the top ten AI model providers as CoreWeave customers and underscore how rapidly dedicated GPU cloud infrastructure is being locked up under long-term contracts.