CoreWeave and Leidos to build sovereign AI cloud for US intelligence

CoreWeave is partnering with defense contractor Leidos to develop secure, sovereign AI cloud services for the US intelligence community. Scope and timeline were not disclosed.

Why it matters: The deal pushes CoreWeave beyond commercial GPU rental into classified government workloads, a lucrative and sticky market that also positions AI infrastructure providers as long-term defense contractors rather than pure compute vendors. It fits a broader trend of AI/cloud firms courting government and defense clients for stable, high-margin revenue.