CoreWeave secures up to ~$6.5B cloud commitment from OpenAI through 2031

CoreWeave, Inc.

OpenAI OpCo committed up to ~$6.5B for cloud capacity under new Order Form dated Sep 23, 2025.
Order Form runs through May 31, 2031; MSA remains until orders expire or terminated.
CoreWeave determined the May 8, 2025 MSA is now a material agreement per Item 1.01.
Either party may terminate MSA for cause; customary provisions included.

item 1.01item 9.01

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