Will combined disclosed · settles Nov 9 · 17 days
Will CoreWeave's capex hit at least 220% of its revenue in Q3 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 220.0% of its revenue?
Returns on AI capital clear their cost of capital
Yes if CoreWeave keeps building data centers faster than its cloud revenue grows, as it has in recent quarters.
Returns on AI capital fail to clear their cost of capital
No if revenue growth catches up to spending or CoreWeave slows new construction from last quarter's 249% pace.
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