Can CoreWeave Stock Handle The Cost Of Its Own Growth?

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.