This illustration was created with AI to support the explanation. A few days ago, Meta announced it was extending its AI cloud contract with CoreWeave through 2032, committing an additional $21 billion. Combined with the existing $14.2 billion agreement, the total comes to over $35 billion — roughly $35B locked in for GPU compute, years in advance. CoreWeave, as of the announcement date, became the fastest cloud company in history to reach $5 billion in ARR. The dollar fig