CoreWeave, Inc.
coreweave.comWhat Do They Do?
Provides cloud computing services and AI development software to AI labs, enterprises, and technology companies building and running AI models and applications.
10-K for FY2025, filed Mar 2, 2026CoreWeave is The Essential Cloud for AITM, purpose-built to accelerate breakthroughs by AI pioneers, from leading research labs to…View ↗
We deliver our cloud services through Infrastructure Services, Managed Software Services, and Application Software Services, including…View ↗
We serve a range of customers, including leading enterprises, AI labs, and technology companies deploying AI at scale across a variety of…View ↗
CoreWeave is the Essential Cloud for AI, purpose-built to accelerate breakthroughs by AI pioneers, from leading research labs to…View ↗
How Do They Make Money?
Customers pay for access to cloud computing capacity. Committed contracts cover reserved capacity over the contract term and require payment even if unused, often with an upfront prepayment; on-demand customers are billed monthly for actual use.
10-K for FY2025, filed Mar 2, 2026The Company primarily generates revenue by providing cloud computing services for customers in several verticals, such as artificial…View ↗
Committed Contracts—These service arrangements provide customers with access to cloud computing capacity across the Company's various data…View ↗
On-Demand Contracts—These service arrangements provide customers with access to the Company's cloud computing capacity on a consumption…View ↗
$5.1B
-
10-K for FY2025, filed Mar 2, 2026
$5.1B ↗
Who Are Their Customers?
AI labs, enterprises, and technology companies use the cloud for training and running AI workloads. They access capacity through committed contracts or on-demand service.
10-K for FY2025, filed Mar 2, 2026We serve a range of customers, including leading enterprises, AI labs, and technology companies deploying AI at scale across a variety of…View ↗
We work closely with our customers to tailor their solution based on their performance needs (e.g., GPU selection), specific use case (AI…View ↗
The Company primarily generates revenue by providing cloud computing services for customers in several verticals, such as artificial…View ↗
Do Revenues Turn Into Profits?
No. It lost $1.2B in FY2025.
10-K for FY2025, filed Mar 2, 2026
−$46MView ↗
10-K for FY2025, filed Mar 2, 2026
−$1.2BView ↗
10-K for FY2025, filed Mar 2, 2026
−$7.3BView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q2 FY2026, filed Aug 12, 2026
−$626MView ↗
- ▲ +116% (Loss)
- vs −$290M in Q2 FY2025
-
Apr 15, 2026
Jane Street commits to cloud capacity and invests in CoreWeave
Jane Street committed approximately $6 billion for cloud access and invested $1 billion in CoreWeave shares.
Sources
8-K, filed Apr 15, 2026
LIVINGSTON, N.J. and NEW YORK — April 15, 2026 — CoreWeave, Inc. (Nasdaq: CRWV), the Essential Cloud for AI™, and Jane Street, a global…View ↗
-
Apr 9, 2026
Meta expands its AI cloud capacity agreement
Meta committed approximately $21 billion for capacity through December 2032, including an existing option.
Sources
8-K, filed Apr 9, 2026
On March 31, 2026, the Company and Meta Platforms, Inc. (“Meta”) entered into a new order form (the “Order Form”) under the existing Master…View ↗
Loading...
