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Meta just inked a $14B deal for compute that will carry it through the decade, a bet that cements CoreWeave’s role in the AI supply chain. Investors are also pouring billions into new frontiers, from autonomous science labs to China’s cloud race, while the finance world is sizing up AI’s expansion with a $7T price tag.
📌 In today’s Generative AI Newsletter:
Meta signs $14B deal with CoreWeave
Periodic Labs raises $300M to build AI scientists
Alibaba stock hits five-year high on AI optimism
Brookfield puts $7T price tag on global AI expansion
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Meta’s $14B Cloud Tab Lands in CoreWeave’s Pocket
Image by GenAI.works
CoreWeave has signed a $14B contract with Meta, locking in GPU-optimized compute through 2031 and giving Zuckerberg’s team access to Nvidia’s latest GB300 systems. The deal sent CoreWeave shares up 15%, pushing its valuation to $60B just six months after its IPO.
Here’s what stands out:
Scale of the deal: Meta will pay $14.2B by 2031, with the option to extend through 2032 for additional capacity.
Meta’s AI appetite: The compute will support large language models, recommendation systems, and new products like Ray-Ban smart glasses.
CoreWeave’s momentum: This year alone it has secured $22.4B in contracts with OpenAI, alongside a long-standing partnership with Microsoft.
Bubble warnings: Nvidia supplies the chips, CoreWeave runs the centers, and tech giants like Meta rent the capacity. Analysts warn of “circular” capital flows that could prove fragile.
The deal cements CoreWeave as one of the most powerful backend players in the AI stack. Whether this ecosystem of trillion-dollar customers, Nvidia hardware, and tightly held infrastructure is sustainable or just a high-stakes bubble in the making remains the question hanging over the industry.
Periodic Labs Launches With $300M to Build an “AI scientist”
Image Credit: Periodic Labs
A new startup founded by former OpenAI and DeepMind researchers just pulled in a massive $300M seed round to automate scientific discovery. Periodic Labs, led by Ekin Dogus Cubuk and Liam Fedus, says its mission is nothing less than creating AI-powered labs where robots run experiments, analyze results, and generate fresh data for the next wave of discovery.
What’s inside the launch:
Backers: The round is stacked with heavyweight investors including a16z, DST, Nvidia, Accel, Jeff Bezos, Eric Schmidt, Elad Gil, and Jeff Dean.
Founders: Cubuk helped create Google’s GNoME, which discovered over 2M new crystals in 2023. Fedus was VP of Research at OpenAI and co-created ChatGPT.
Ambition: Periodic wants to design AI scientists that operate autonomous labs, starting with new superconductors and other advanced materials.
Strategy: By generating physical-world data instead of just consuming internet text, the team hopes to give AI models a renewable source of scientific knowledge.
The effort to automate science is not new, but the scale of Periodic’s funding and the caliber of its researchers make it a standout. If their AI scientists deliver breakthroughs in superconductors or beyond, the frontier of research may shift from human trial-and-error to continuous machine-driven discovery.
Alibaba Stock Hits Five-Year High on Cloud and AI Optimism
Image via Bloomberg
Alibaba just hit its highest share price in five years, with investors piling into its cloud and AI story. Shares rose more than 4% to HK$173 on Monday, extending a stunning 50% rally this month and putting the company at the top of the Hang Seng Tech Index.
What’s driving the surge:
Analyst upgrades: Morningstar raised its fair value for ADRs by 49% to $267 and its Hong Kong stock to HK$260, citing overseas cloud expansion, open-source adoption, and custom chips.
Wall Street support: Morgan Stanley lifted its ADR target by 21% to $200, projecting Alibaba Cloud to grow 32% in FY26 and 40% in FY27.
Cloud momentum: Alibaba reported triple-digit growth in AI-linked products and a strong jump in cloud revenue last quarter.
Chip and AI bets: With self-developed semiconductors and deepening ties to Nvidia, the company is positioning itself as China’s flagship AI infrastructure play.
The rally signals investor belief that China’s AI cycle is only just getting underway. Alibaba’s pivot from e-commerce dominance to cloud-first growth could prove to be its most important transformation yet.
Brookfield Puts $7 Trillion Price Tag on AI Expansion
Image Credit: Bloomberg
The CFO of Brookfield Asset Management says building out artificial intelligence at scale will demand an estimated $7T in capital, roughly a quarter of U.S. GDP. The figure reflects the industrial heft of the AI era, where compute, data centers, and energy grids must grow in lockstep.
Where the money goes:
AI factories: $2T earmarked for data centers designed for model training and inference.
Compute buildout: $4T needed for chips, clusters, and cloud infrastructure.
Energy and grids: $500B to expand power and transmission networks.
Adjacencies: Another $500B for supporting industries and real estate.
Brookfield, which manages more than $1T in assets, has already invested tens of billions into AI infrastructure and plans to combine renewables, real estate, and industrial holdings into a single “AI backbone” strategy.
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