Image from Pixabay CoreWeave (CRWV) sells AI computing on NVIDIA GPUs through its own cloud, and demand for its capacity outruns supply. Revenue reached $2.6 billion in the second quarter of 2026, up 112% from a year earlier. The risk is in how that growth gets paid for. CoreWeave's Near-Term Contracted Capacity Appears Heavily Subscribed According to management, CoreWeave's near-term capacity is largely allocated across existing enterprise commitments. Its revenue backlog stood at $104.2 billion at the end of the second quarter. Even an A100 system introduced in 2020 was recently signed to a contract running into 2029.
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