Will spot/on-demand hour · settles Nov 9 · 17 days
Will CoreWeave spend at least 215% of its revenue on equipment purchases in the quarter ending September 30, 2026?
How it settlesDivide the purchases of property and equipment by the revenue that CoreWeave reports for the quarter ended September 30, 2026 in its 10-Q or 10-K filing on SEC EDGAR. 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 215.0% of its revenue?
GPU utilization stays high
Yes if CoreWeave keeps buying GPUs and gear heavily to meet strong AI compute demand, as it did last quarter at 249%.
GPU rental prices fall as capacity loosens
No if equipment spending slows relative to revenue, falling below the 215% mark as growth outpaces capital spending.
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