CoreWeave raises FY2026 sales guidance to $12.4B-$13.2B as AI infrastructure demand surges

CoreWeave raises FY2026 sales guidance to $12.4B-$13.2B as AI infrastructure demand surges

CoreWeave raised FY2026 guidance to $12.4–13.2B on Q1 revenue of $2.08B (+112% YoY) and $99.4B backlog, confirming acute AI infrastructure scarcity. A $31–35B capex forecast and murky path to profitability underscore that compute capacity remains the binding constraint for AI deployment—supporting pricing power but pressuring unit economics.