OpenAI's $22 Billion Secret Partner
The #1 Project Stargate Stock to Buy Now
Karim Rahemtulla, Head Fundamental Tactician, Monument Traders Alliance
OpenAI's $22 Billion Secret Partner
The #1 Project Stargate Stock to Buy Now
As OpenAI races toward what could be the most anticipated IPO in modern history, one under-the-radar company has quietly emerged as its most essential infrastructure partner.
CoreWeave (CRWV) is an AI-specialized cloud provider that has secured $22.4 billion in contracts with OpenAI and been named a core pillar of the $500 billion Project Stargate initiative.
For investors seeking a way to benefit from OpenAI's explosive growth before its IPO, CoreWeave is a compelling, publicly traded entry point into the heart of the AI revolution.
A Partnership Worth Billions
While names like Oracle and SoftBank have grabbed the headlines in connection with OpenAI's Project Stargate, CoreWeave has been quietly building an indispensable relationship with the world's most valuable AI company.
The numbers tell the story of a partnership growing at a breathtaking pace…
1
March 2025
Initial deal with OpenAI valued at $11.9 billion to expand compute capacity for AI training and model deployment.
2
May 2025
Partnership expanded by an additional $4 billion.
3
September 2025
A third expansion worth $6.5 billion was announced, bringing the total contract value to approximately $22.4 billion.
That's three expansions in less than seven months.
OpenAI CEO Sam Altman himself has acknowledged CoreWeave's critical role...
[The company is] an important addition to OpenAI's infrastructure portfolio, complementing our commercial deals with Microsoft and Oracle, and our joint venture with SoftBank on Stargate.
That level of direct endorsement from the leader of the world's most prominent AI company is no small thing.
OpenAI's $22 Billion Secret Partner
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Project Stargate's Core Infrastructure Partner
Project Stargate is OpenAI's overarching AI infrastructure platform. It's an ambitious, $500 billion initiative to build the most powerful AI data center network the world has ever seen.
Its goal: give OpenAI the computing backbone it needs to train and deploy the next generation of AI models at historic scale.
As of late 2025, Stargate had ongoing data center partnerships with Oracle, SoftBank, and CoreWeave – plus international investments through OpenAI for Countries.
$6B
PA Data Center
CoreWeave is already breaking ground on a $6 billion AI data center in Pennsylvania
7GW
Planned Capacity
Stargate's nearly 7 gigawatts of planned capacity
$400B+
Projected Investment
Over $400 billion in projected investment over the next three years
CoreWeave is not a peripheral participant. It is named alongside Oracle and SoftBank as one of Stargate's core infrastructure pillars.
As OpenAI expands Stargate to more U.S. states and internationally, CoreWeave's contracted role is expected to grow accordingly.
"The Essential Cloud for AI"
Traditional cloud providers like Amazon Web Services (AWS) and Google Cloud were built for the old internet – e-commerce, video streaming, business software.
Their infrastructure, while massive, is not purpose-built for the GPU-intensive demands of modern AI.
CoreWeave is different.
CoreWeave's entire platform was designed from the ground up for AI workloads.
Its infrastructure is built on Nvidia GPUs – the specialized chips that power every AI model, every ChatGPT conversation, and every AI-generated image.
OpenAI's $22 Billion Secret Partner
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As of mid-2025, CoreWeave operated 33 data centers and owned more than 250,000 Nvidia GPUs, with 1.3 gigawatts of online AI capacity.
This specialization is precisely what makes CoreWeave the partner of choice for the world's most demanding AI workloads - and why OpenAI keeps coming back to expand the relationship.
33
Data Centers
250K+
Nvidia GPUs
1.3GW
Online AI Capacity
Nvidia's Stamp of Approval
CoreWeave's credibility extends well beyond its OpenAI relationship. Nvidia – the undisputed king of AI chips and one of the most valuable companies in the world – has made CoreWeave a major strategic partner and investor...
6% Equity Stake
Nvidia holds a 6% equity stake in CoreWeave.
$2B Stock Purchase
Nvidia purchased $2 billion of CoreWeave stock – a massive vote of confidence.
$6.3B Order
Nvidia placed a $6.3 billion order with CoreWeave, sending shares surging.
5GW AI Factories
Nvidia and CoreWeave have announced plans to build 5 gigawatts of AI factories by 2030.
CoreWeave is among the first cloud providers to deploy Nvidia's next-generation chips.
When the leading chip company in the AI race chooses to invest billions of dollars in a cloud provider, it signals that the relationship is foundational – not incidental.
OpenAI's $22 Billion Secret Partner
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The AI Commerce Shift
ChatGPT is not just a tech novelty – it is fundamentally displacing Google as the primary way people find information.
This matters for CoreWeave investors.
800M+
Weekly Users
ChatGPT serves over 800 million weekly users
2.5B
Daily Messages
ChatGPT handles 2.5 billion messages per day
$25B
Ad Revenue by 2029
In January 2026, OpenAI announced plans to introduce advertising on ChatGPT. The addition could generate $25 billion by 2029.
ChatGPT is transforming from a consumer curiosity into a revenue machine rivaling Google's core business.
Every ChatGPT query is the equivalent of flipping on a bank of industrial light switches – somewhere, a data center has to absorb that load. As query volume compounds, so does the electricity bill, the GPU demand, and the infrastructure contracts that support it.
CoreWeave holds $22.4 billion worth of those contracts.
As AI becomes the dominant interface for how the world finds information – replacing traditional search and e-commerce browsing – CoreWeave is the physical infrastructure that makes it possible.
Growth in AI adoption is, in a very direct sense, growth in demand for CoreWeave.
Key Reasons CRWV Stands to Benefit From OpenAI's Rise
Locked-in Revenue at Scale
$22.4 billion in contracts with OpenAI give CoreWeave a long-term, predictable revenue base. These are not speculative agreements - they are executed deals with the world's leading AI company.
OpenAI's $22 Billion Secret Partner
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Expanding Partnership Trajectory
The OpenAI relationship has expanded three times in under seven months. As OpenAI's models grow more advanced and its user base expands, compute demand is only expected to increase - and CoreWeave is OpenAI's go-to supplier.
Purpose-Built for AI
Unlike legacy cloud providers, CoreWeave designed its infrastructure from the start for GPU-intensive AI workloads - a competitive advantage that is extremely difficult and expensive for traditional providers to replicate.
Global Expansion Underway
CoreWeave is expanding aggressively, with the Pennsylvania AI data center already underway and international expansion alongside OpenAI and Nvidia - including planned U.K. data center operations. The growth runway is global.
Strategic Nvidia Alignment
CoreWeave's deep partnership with Nvidia - including billions in mutual investment - gives it early and preferential access to the latest chip generations, keeping it at the technology frontier.
OpenAI IPO Catalyst
When OpenAI goes public, it is expected to disclose its key infrastructure partners. Being named as a critical Stargate partner in OpenAI's IPO filings could create enormous public visibility for CRWV - and potentially drive significant stock appreciation.
Revenue from Multiple Blue-Chip Partners
CoreWeave generates significant revenue not only from OpenAI but also from Microsoft - itself a major OpenAI investor. This diversification within the AI ecosystem reduces single-client risk while keeping CoreWeave squarely at the center of the AI buildout.
OpenAI's $22 Billion Secret Partner
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Financial Firepower Behind AI Buildout
CoreWeave isn’t just riding the AI wave – it’s monetizing it at scale.
Revenue has been exploding, fueled by massive multiyear infrastructure contracts tied directly to the biggest names in AI. The company has secured billions in committed backlog, giving it rare forward visibility for a hypergrowth story.
Yes, expansion is capital intensive. But as utilization rises and more GPUs come online, those fixed costs get spread across a rapidly growing revenue base. That’s where operating leverage begins to kick in.
This is a high-barrier business. You can’t just wake up and build AI-scale infrastructure. You need power. You need prime data center real estate. You need fiber.
Most importantly, you need access to Nvidia’s most advanced GPUs. CoreWeave has all of it — and it’s locking in more.
As AI models get bigger and inference demand accelerates, every deployed megawatt becomes more valuable. Scale compounds. Revenue per facility climbs.
And here’s the bigger picture...
AI models are getting exponentially more compute-hungry. User growth is accelerating. Enterprise adoption is just beginning. Advertising, copilots, multimodal AI — they all require massive infrastructure.
CoreWeave sits at the center of that demand curve.
If AI continues expanding the way it has, CoreWeave’s revenue, strategic importance, and cash-flow potential could scale right alongside it.
Action Plan
CoreWeave is the defining infrastructure play of the AI buildout era.
$22.4 Billion in Contracted Revenue
It has $22.4 billion in contracted revenue from OpenAI. That is unprecedented for a company of its age and size.
Endorsed by AI's Biggest Names
It also has the endorsement of the most important names in AI, with 33 data centers and 250,000 Nvidia GPUs giving it a leading position in the data capacity race that is reshaping the global economy.
OpenAI's $22 Billion Secret Partner
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Compelling Near-Term Catalysts
And lastly, its near-term catalysts are equally compelling. OpenAI is expected to highlight CoreWeave as an infrastructure partner in its upcoming IPO. That could drive soaring interest in CRWV shares.
ChatGPT's expansion into advertising revenue is also projected to reach $25 billion by 2029, which represents compounding growth.
Recommendation: Buy CoreWeave (CRWV) at market and set a 25% trailing stop.
Editorial Note: From time to time, Monument Trend Advisory will discuss investment ideas that will not be included in the portfolio. There are certain situations where we feel a company may be an extraordinary value but may not necessarily fit within the selection guidelines of these existing portfolios. In these cases, the recommendations are to be considered speculative and should not be considered part of Monument Trend Advisory's portfolio. March 2026.
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OpenAI's $22 Billion Secret Partner
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