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CoreWeave signs multi-year deal with Wayve for AI model training on Nvidia Blackwell cloud

CoreWeave announced a multi-year deal to provide autonomous driving startup Wayve with Nvidia Blackwell-powered cloud infrastructure to train, evaluate, and simulate foundation models for its AI Driver technology.

A CoreWeave exhibition booth display featuring computing hardware on a white counter with the company logo and tagline.
Image: @StockMKTNewz

CoreWeave announced a multi-year agreement on November 9, 2026, with autonomous vehicle startup Wayve to provide cloud computing infrastructure powered by Nvidia Blackwell GPUs. Under the partnership, the U.K.-based startup will train, evaluate, and simulate its end-to-end AI Driver foundation models on CoreWeave Cloud. Financial terms of the agreement were not disclosed.[2][3][4]

Wayve's AI Driver models are developed for use in both personally owned passenger vehicles and robotaxis. The startup trains its systems using real-world driving data gathered from across more than 70 countries, operating a workflow where newly trained models are tested against currently deployed versions and must outperform them before reaching the road.[3][4]

The contract expands on an existing relationship between the two companies. Wayve was already a user of machine learning developer platform Weights & Biases, which was acquired by CoreWeave. CoreWeave shares were up 6.28% at $46.40 following the announcement, while Nvidia traded up 2.78% at $186.64.[1][3][4]

Key facts

  • CoreWeave announced a multi-year cloud infrastructure agreement with autonomous vehicle startup Wayve on November 9, 2026.
  • Wayve will train, evaluate, and simulate its end-to-end AI Driver foundation models using Nvidia Blackwell GPUs on CoreWeave Cloud.
  • Wayve's AI Driver models are trained on real-world driving data collected across more than 70 countries.
  • The AI Driver technology is being targeted for deployment in both personally owned vehicles and robotaxis.
  • Wayve previously used CoreWeave-acquired platform Weights & Biases prior to signing the cloud compute agreement.
  • Following the news, CoreWeave shares rose 6.28% to $46.40, while Nvidia shares rose 2.78% to $186.64.

Sources · 4 sources

  1. SB

    Shay Boloor@StockSavvyShayPost on X ·

    $CRWV just signed a multi-year deal to train Wayve’s self-driving models on $NVDA Blackwell infrastructure bringing more physical AI demand onto its newest GPU fleet. And with Wayve already using Weights & Biases this proves how CoreWeave can turn software adoption into GPU contracts rather than competing on compute capacity alone.

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  2. EV

    Evan@StockMKTNewzPost on X ·

    COREWEAVE $CRWV JUST SAID IT SIGNED A MULTI-YEAR DEAL WITH SELF-DRIVING AI STARTUP WAYVE Wayve will train its self-driving AI models on CoreWeave's cloud using Nvidia $NVDA Blackwell chips https://t.co/qNHI9eHx77

    Open source
  3. WS

    Wall St Engine@wallstenginePost on X ·

    $CRWV SIGNS MULTI-YEAR DEAL WITH WAYVE CoreWeave will provide Nvidia $NVDA Blackwell-powered cloud infrastructure to train, evaluate and simulate Wayve's end-to-end AI Driver foundation models for autonomous vehicles. Wayve's AI Driver learns from real-world driving data collected across more than 70 countries. The company uses that data to train its models, evaluate their performance and validate safety before deploying updates. The technology is being developed for both personally owned vehicles and robotaxis, with the expanded computing capacity intended to accelerate commercial deployment. Wayve was already using CoreWeave's Weights & Biases platform before expanding the relationship to CoreWeave Cloud.

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  4. AG

    AGTP@AGTPinsightsPost on X ·

    CoreWeave just signed a multi-year deal with self-driving AI startup Wayve today. Here's what you need to know. CoreWeave announced the agreement on November 9, 2026. Wayve will train the foundation models behind its AI Driver on CoreWeave Cloud, running on Nvidia Blackwell GPUs. CoreWeave will provide the Blackwell-powered cloud infrastructure to train, evaluate and simulate Wayve's end-to-end AI Driver models for autonomous vehicles. Wayve will also track, evaluate and compare every model on the CoreWeave platform. Wayve runs a data flywheel. It collects real-world driving data, trains on it, tests the new model against the one already on the road, and ships only if the new one wins. No model reaches the road until it beats the current one. That data comes from driving across 70+ countries. Wayve's AI Driver is aimed at commercial deployment in personally owned cars and robotaxis. There's also a software link. Wayve was already a user of Weights & Biases, which CoreWeave acquired. W&B is cloud-agnostic, so this move onto CoreWeave Cloud is seen as software adoption turning into GPU demand. Wayve is the newest name on CoreWeave's customer list, and a UK-based AV company, so it's another international deal. The timing matters. CoreWeave reports earnings Tuesday, with an options-implied move of about +/- 21%. Its stock was down about 1.5% pre-market and later showed $46.40, up 6.28%. Nvidia was at $186.64, up 2.78%. Key numbers: - Deal length: multi-year, financial terms not disclosed - Announced: November 9, 2026 - Hardware: Nvidia Blackwell GPUs - Wayve's driving data: 70+ countries - CRWV: $46.40, +6.28% - NVDA: $186.64, +2.78% - CRWV implied earnings move: +/- 21% Wayve's AI Driver models will now be trained, evaluated and simulated on CoreWeave's Blackwell cloud under a multi-year agreement.

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