CoreWeave announced on December 11 2025 that it has entered into a new agreement with AI‑video company Runway to supply cloud infrastructure for Runway’s next‑generation video generation models. The deal will leverage CoreWeave’s purpose‑built AI Cloud platform, giving Runway access to high‑performance GPU servers, NVIDIA’s GB300 NVL72 systems, and integrated software layers such as W&B Models and CoreWeave AI Object Storage.
The partnership expands CoreWeave’s customer portfolio beyond hyperscalers and adds a high‑growth AI startup to its roster, reinforcing the company’s position as a leading provider of AI‑specific compute capacity. For Runway, the collaboration provides the specialized, GPU‑first infrastructure required to train and deploy its Gen‑4.5 and future generative video models, which are already being used by film studios, gaming companies, and robotics developers.
CoreWeave’s business model is built around an AI‑native cloud that delivers operational leverage and pricing power for high‑margin AI workloads. The company has a substantial backlog of long‑term contracts with OpenAI and Meta, and the new Runway deal adds another recurring revenue stream while demonstrating continued demand for dedicated AI infrastructure. Runway’s technology, which enables realistic video generation from text prompts, is a high‑growth segment that benefits from the performance and scale that CoreWeave’s platform delivers.
Brian Venturo, Co‑Founder and Chief Strategy Officer of CoreWeave, said the partnership “highlights how AI is becoming core to how companies build and operate, and how a specialized cloud platform can match that shift with performance, efficiency, security and scale.” Anastasis Germanidis, Co‑Founder and CTO of Runway, added that the collaboration “will be key to our ability to research, train and productize with speed and efficiency, and we look forward to unlocking new opportunities through this long‑term strategic collaboration.”
While the announcement did not disclose financial terms or the duration of the contract, the partnership is expected to generate recurring revenue and strengthen CoreWeave’s pipeline of high‑margin AI workloads. The deal aligns with the broader industry trend of AI startups seeking specialized infrastructure to accelerate model development and deployment.
The collaboration underscores CoreWeave’s strategy to capture high‑growth AI workloads and positions Runway to scale its generative video models, reinforcing both companies’ competitive positions in the AI infrastructure and generative media markets.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.