Will Oracle report, in a · settles Nov 9 · 17 days
Will CoreWeave's capital spending hit 265 percent of revenue in the quarter ending September 30, 2026?
How it settlesYes if purchases of property and equipment divided by revenue, as reported by CoreWeave for the quarter ended September 30 2026 on SEC EDGAR, is at or above 265.0 percent. 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?
Return on invested capital falls
Yes: CoreWeave keeps building GPU capacity at a pace at or above 265 percent of revenue to meet AI demand.
The case against it
No: revenue growth outpaces capital spending, or build out slows, pulling the ratio below 265 percent.
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