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Will NVIDIA state by Nov · settles Nov 9 · 17 days

Will CoreWeave's property and equipment purchases hit 265 percent of revenue in the quarter ending September 30, 2026?

How it settlesDivide purchases of property and equipment by revenue that CoreWeave reports for the quarter ended September 30, 2026 on SEC EDGAR. Yes if the ratio is at or above 265.0 percent, no if below. Source: SEC EDGAR, XBRL company facts of CoreWeave (Forms 10-Q and 10-K)
The exact question

Did the purchases of property and equipment of CoreWeave for the quarter ended September 30, 2026 come to at or above 265.0% of its revenue?

NVIDIA will say inference is over half of demand

Yes: capital spending accelerates further past the 249 percent reading from the prior quarter.

NVIDIA will not make that statement

No: spending growth slows or revenue rises faster, keeping the ratio under 265 percent.

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The Part On the Docket