According to @CNBC, CoreWeave has signed a 6.5 billion deal with OpenAI, as reported by CNBC on September 25, 2025. CNBC confirms the headline value and counterparties, so traders should await official disclosures on contract scope, duration, and capacity to assess revenue timing and downstream effects (source: CNBC). CNBC’s report positions this as a major AI infrastructure headline that traders can monitor as a sentiment catalyst across AI-focused equities and the broader digital asset narrative (source: CNBC).