CoreWeave

Recent frontier signals (State of the AI Frontier 2026) - [FACT] CoreWeave said it had surpassed 1 GW of active power and expanded total contracted power to over 3.5 GW. (2026-05-07, investors.coreweave.com) - [FACT] Jane Street signed a $6 billion AI cloud agreement with CoreWeave and invested $1 billion in CoreWeave equity. (2026-04-15, www.coreweave.com) - [FACT] CoreWeave announced a multi-year agreement to power Perplexity's AI inference workloads, reinforcing dependence on a small number of very large AI customers. (2026-03-04, www.coreweave.com) - [FACT] CoreWeave launched Sandboxes, an execution layer for reinforcement learning, agent tool use, and model evaluation that runs on CoreWeave infrastructure or serverlessly through W&B. (2026-05-14, www.coreweave.com) - [FACT] CoreWeave secured an $8.5 billion non-recourse DDTL 4.0 facility priced at SOFR +2.25% on the floating tranche and about 5.9% on the fixed tranche. (2026-05-07, investors.coreweave.com) - [FACT] CoreWeave reported Q1 2026 revenue of $2.078 billion, adjusted EBITDA of $1.157 billion, and revenue backlog of $99.4 billion. (2026-05-07, investors.coreweave.com) - [FACT] [financial-fragility] CoreWeave's Q1 2026 earnings release showed $7.547B of current debt, $17.312B of non-current debt, and $17.818B of total current liabilities. (2026-05-07, www.sec.gov) - [FACT] [contract-lever] CoreWeave argued that llm-d matters because enterprises want portability across public cloud, private data centers, and edge without being constrained to one environment or tooling stack. (2026-03-24, www.coreweave.com)