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CoreWeave's StorageBusinessHit $100M ARR: Why ProductDiversificationIs KeyKey HighlightsCoreWeave's storageRevenueeclipsed $100 million in annualRecurring Revenueas of Q3 2025.Approximately 80% of CoreWeave customers spending at least $1 million annually have adopted one or more storage products.Storage includes proprietary object and file storage with Local Object Transport …
CoreWeave vs Hyperscalers: Rivals or Partners? The Answer Is BothKey HighlightsMicrosoft, CoreWeave's largest customer at 67% of 2025Revenue, is also among the hyperscale customers whose relationships expanded during the year.CoreWeave competes with hyperscalers for GPU cloud customers while simultaneously serving those same hyperscalers as …
ASICs vs NVIDIA GPUs: Where CoreWeave Stands in the Inference Architecture DebateKey HighlightsCoreWeave's CEO confirmed the company is client-led on hardware decisions, following customerDemandfor NVIDIA GPU infrastructure.Demand signals for CoreWeave's NVIDIA-based infrastructure are currently overwhelming the company's ability toSupply.Custom ASIC providers offer competitive inference …
CoreWeave carried approximately $25 billion in debt as of Q1 2026. Interest expense reached $388 million in Q4 2025 and is guided to $510 million to $590 million in Q1 2026. For a company with $2 billion in quarterlyRevenue, this is a substantial financial …
In the competitive landscape of AI cloud infrastructure, technical credentialing has become a meaningful differentiator. CoreWeave's achievement of NVIDIA's Exemplar Cloud status for the GB200 NVL72 system in Q4 2025 is the most rigorous external validation that its platform delivers industry-leading performance for frontier …
CoreWeave Hits $5.1B in 2025Revenue: How It Got There So FastKey HighlightsCoreWeave generated $5.1 billion in revenue for fiscal year 2025, up 168% year-over-year.The company grew from $229 million in 2023 to $1.9 billion in 2024 to $5.1 billion in 2025.CEO Mike Intrator called …
CoreWeave's 2026 revenue guidance of $12 billion to $13 billion represents one of the most ambitious growth targets in corporate history for a company of its size. Understanding what underpins that guidance requires looking at the mechanics of how CoreWeave converts infrastructure into revenue.
Inside CoreWeave's $66.8BBacklog: Why Take-or-Pay Is a Game ChangerKey HighlightsCoreWeave's contractedRevenuebacklog reached $66.8 billion as of December 31, 2025, up more than 4x during the year.Remaining performance obligations stood at $60.7 billion at year-end 2025, up from $15.1 billion at year-end 2024.Committed contracts accounted …
5 GW by 2030: CoreWeave's Long-Term Infrastructure Bet on AIKey HighlightsCoreWeave announced plans to add more than 5 GW of additionalData Centercapacity beyond its already contracted footprint by 2030.Total contracted power at end of 2025 was 3.1 GW, with virtually all expected online by …
A persistent concern in AI infrastructure investing has been that pricing for older GPU generations, specifically NVIDIA's H100 and A100, would collapse as GB200Supplyincreased. CoreWeave's 2025 data challenges that narrative directly.
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