On top of deals with Meta and OpenAI, CoreWeave pointed to expansions from a large unnamed customer in the third quarter.

On top of deals with Meta and OpenAI, CoreWeave pointed to expansions from a large unnamed customer in the third quarter.

A debt-laden balance sheet represents a major vulnerability.

All eyes were on the datacenter operator’s RPO figure, which matched Wall Street’s $50 billion-$60 billion expectations.