Google accelerates on AI: agreements with CoreWeave

Google aims to strengthen its computing infrastructure for artificial intelligence (AI), facing growing demand and global challenges related to chip scarcity.

The latest moves of the company indicate a precise strategy: to ally with emerging players to bypass bottlenecks and look to the future with increasingly powerful infrastructures.

Global shortage of GPUs: an obstacle on the path of AI even for Google

The hunger for computational power caused by the explosion in the development of artificial intelligence generative models has led to a strong imbalance between demand and supply of GPUs.

In particular, the new Blackwell chips by Nvidia, considered the pinnacle in the sector, are now unavailable: the queues to obtain them can exceed even 12 months.

Google, like many other tech giants, now finds itself having to deal with these delays to support its multiple AI-based applications, including search, translation, cloud, and digital assistance services.

According to The Information, Google is in negotiations with CoreWeave Inc., a company recently listed on Nasdaq, to lease its servers equipped with Nvidia Blackwell GPUs.

This is a significant move that could represent an immediate way out of the chip shortage supplied directly by Nvidia.

In addition to renting the infrastructure, Google is also considering the possibility of installing its own TPU (Tensor Processing Unit) chips, developed together with Broadcom Inc., within CoreWeaves data centers.

This dual option aims not only to rapidly increase the available computing capacity, but also to diversify the sources to reduce dependence on single suppliers like Nvidia.

CoreWeave: from emerging to leading

CoreWeave, despite having recently entered the markets, has already become one of the most watched entities in the sector.

Recently quoted at the price of 40 dollars per share, the company has seen its value soar by 53%, thanks to a series of multibillion-dollar deals with leading companies in the AI sector.

One of the main clients of CoreWeave is Microsoft, which today represents as much as 60% of the companys annual revenue, amounting to 1.9 billion dollars.

However, CoreWeave is rapidly moving to diversify its portfolio, forging new ties with other giants of technology.

Among the most recent, a five-year agreement with OpenAI stands out, valued at 12 billion dollars, aimed at supporting the growth of the AI infrastructure on which systems like ChatGPT are based.

In this context, the agreement with Google further strengthens CoreWeaves position as a key player in the new bull revolution of artificial intelligence.

Googles interest in CoreWeave is not an isolated case: it represents one of the clues of the explosive demand for AI power that is transforming the entire technological landscape.

The race for artificial intelligence knows no slowdowns, and the infrastructures must adapt accordingly.

According to the CEO of Nvidia, Jensen Huang, the models of advanced generative AI of the future will require an amount of computing power at least 100 times greater than that of current systems, like ChatGPT.

A forecast that sheds light on how vast the growth space of the sector still is and on why companies like Google are moving with such determination.

Market pressures and challenges for the top players

Despite the positive trajectory of the sector, both Google and Nvidia are experiencing a 2025 not without difficulties.

Their stocks record, respectively, a decline of 17% and 20% since the beginning of the year. Behind this downturn lie complex issues, related to high valuations and economic uncertainties, including the impact of trade tariff policies.

Nevertheless, the excitement around CoreWeave, and its recent rally in the stock market, demonstrate how investors continue to see in companies connected to AI a long-term growth opportunity.

According to the analisi Edge Stock Rankings di Benzinga system, the CoreWeave stock is set to highlight positive trends in both the short and long term.

In summary, Googles interest in CoreWeave is part of a broader race involving all the major players in the tech sector.

The common goal is clear: to build a scalable and reliable AI infrastructure, capable of meeting not only todays needs but also those of tomorrow, when much more complex models will be the norm.

CoreWeave, for its part, presents itself as a valid alternative to traditional providers, capable of responding with agility to the growing demand.

This scenario foreshadows a redefinition of the balances within the hardware market for artificial intelligence, laying the foundations for new alliances and new technological strategies.

With computational power set to become the true “digital gold” of the next decade, those who can provide it effectively will be able to lead the global digital transformation.

And Google, once again, confirms itself ready to play a leading role.