CoreWeave activated an NVIDIA Vera Rubin NVL72 cluster and signed a 15-year Niagara Falls power lease, as revenue growth and cash flow offset high leverage and analyst caution.
CoreWeave, Inc. (Nasdaq: CRWV) today announced that since June 30, 2026, CoreWeave has continued to contract new compute capacity at higher prices. In the third quarter of 2026, CoreWeave has signed short-dated customer contracts of approximately three to six months, with pricing of approximately $40 million per megawatt, calculated as annualized revenue divided by power required to service the related clusters. Furthermore, as previously announced on its second quarter earnings call on August 11, 2026, CoreWeave added more than $25 billion of net new customer commitments early in the third quarter of 2026, which are not reflected in the revenue backlog as of June 30, 2026, and increased its total contracted power to approximately 4.2 gigawatts as of August 11, 2026 from approximately 3.7 gigawatts as of June 30, 2026.
CoreWeave, Inc. (Nasdaq: CRWV) today announced the establishment of an at-the-market offering program (the “ATM program”) under which it may offer and, if applicable, sell up to 35,000,000 shares of Class A common stock from time to time through Deutsche Bank Securities Inc., Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Jefferies LLC, Morgan Stanley & Co. LLC, MUFG Securities Americas Inc., Citigroup Global Markets Inc., Credit Agricole Securities (USA) Inc., SG Americas Securities, LLC, TD Securities (USA) LLC, and Wells Fargo Securities, LLC, as sales agents and/or through the offer and sale of borrowed shares of Class A common stock by one or more of Deutsche Bank Securities Inc., Goldman Sachs & Co. LLC, Morgan Stanley & Co. LLC, and Citigroup Global Markets Inc. as forward sellers pursuant to a collared forward sale agreement. The ATM program is being established to provide ongoing financing flexibility and to support CoreWeave’s objective of migrating its enterprise credit profile toward investment grade. CoreWeave has no obligation to sell any shares under the ATM program and will determine whether and when to do so based on market conditions, its capital structure objectives, and applicable restrictions.
CoreWeave, Inc. (Nasdaq: CRWV) (“CoreWeave”) today announced its intention to offer, subject to market and other conditions, $3.0 billion aggregate principal amount of its convertible senior notes due 2033 (the “Notes”) in a private offering. CoreWeave also intends to grant the initial purchasers of the Notes an option to purchase, for settlement within a 13-day period beginning on, and including, the date on which the Notes are first issued, up to an additional $500 million aggregate principal amount of Notes.
CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced the bring up of multi-rack NVIDIA Vera Rubin NVL72 on CoreWeave Cloud, putting hundreds of NVIDIA Rubin GPUs into a single scale-out cluster for agentic AI. The company also announced two new capabilities in CoreWeave AI Object Storage, cross-region write acceleration and a new Archive tier, that keep the data those workloads depend on close to the GPUs.
NEW YORK, Sept. 16, 2026 (GLOBE NEWSWIRE) -- Blockfusion USA, Inc. ("Blockfusion" or the "Company"), a developer and operator of high-performance computing and AI infrastructure, today announced that its wholly owned subsidiary, North East Data, LLC, has entered into a definitive anchor lease (the "Lease") with CoreWeave, Inc. ("CoreWeave") (Nasdaq: CRWV), The Essential Cloud for AI™, for capacity at Blockfusion's Niagara Falls, New York campus, together with a companion expansion agreement (the "Expansion Agreement"). The Lease and the Expansion Agreement convert the non-binding letter of intent announced on June 30, 2026, into definitive agreements.
One profitable hardware maker with a negative cash burn versus a hypergrowth cloud provider drowning in red ink, both betting on AI infrastructure dominance.
Rumble signed a six-year, $13.7 billion AI hosting deal with Anthropic, shifting its business toward compute infrastructure and shares rose 11.6% as short sellers faced a squeeze.
Fabrinet, Dycom and Qualcomm beat or matched estimates but were sold off amid high oil prices and midterm uncertainty; Marc Chaikin sees strong fundamentals behind the AI infrastructure buildout.
CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced the launch of Physical AI Field Engineering, an offering that pairs customer teams with domain specialists to build, validate, and deploy AI across the full engineering lifecycle, from research and development through in-field operations. Built on the team and methods CoreWeave acquired with Monolith AI, the service runs on CoreWeave's own platform and integrated engineering AI solution.
Parallel Works, Inc., a provider of managed high-performance computing and AI, and CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced the deployment of a managed AI and high-performance computing platform for the Defense Advanced Research Projects Agency (DARPA) Network of Optimal Dynamic Energy Signatures (NODES) program.
Super Micro Computer, CoreWeave, and IREN all carry heavy short interest as investors weigh rapid AI infrastructure growth against margin, cash flow, and spending concerns.
