CoreWeave Inc. shares advanced more than 11% in morning trading Monday, extending a rebound fueled by a new collaboration with Leidos Holdings to deliver secure artificial intelligence cloud services to U.S. defense, national security and intelligence agencies.

The stock traded near $79.68, up $7.91, as investors weighed the potential for CoreWeave to expand beyond its commercial AI customer base into highly regulated government environments. The partnership, announced July 30, pairs CoreWeave's specialized GPU cloud platform with Leidos' long-standing expertise in federal mission integration and classified systems.

Under the collaboration, CoreWeave will supply its AI-native infrastructure, including high-performance computing, networking, storage and orchestration tools designed for large-scale model training and inference. Leidos will lead efforts around secure architecture, accreditation support, cyber operations, data engineering and program delivery for intelligence community and Department of War customers. The companies aim to provide sovereign AI capacity that meets the stringent security, classification and operational requirements of national security organizations.

"Artificial intelligence is becoming foundational to our nation, and federal teams need secure, scalable platforms to operationalize it," said Sachin Jain, chief operating officer of CoreWeave. "CoreWeave is trusted by many of the world's leading AI organizations to power the most complex workloads. Through CoreWeave Federal and our collaboration with Leidos, we intend to extend those capabilities to highly secure government environments with the performance, resilience, and operational rigor these missions require."

Jason O'Connor, president of Leidos........

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