A post by @FirstSquawk on X.
COREWEAVE EXEC SAYS DEMAND FOR 2028 IS SEVERAL TIMES LARGER THAN AVAILABLE CAPACITY, THAT COREWEAVE HAS 10 TIMES AS MUCH QUALIFIED DEMAND AS AVAILABLE CAPACITY THROUGH END-2027, AND THAT IT DOES NOT SEE MATERIAL RISKS TO ITS 2027 DELIVERIES…
@FirstSquawk on X
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CoreWeave said demand for 2028 capacity is several times larger than what it can supply, with qualified demand running about 10 times available capacity through the end of 2027, according to an executive cited by First Squawk. The company also sees no material risks to its 2027 deliveries, citing ongoing construction at fully built-out sites. The disclosure underscores how AI infrastructure demand continues to outstrip supply even as CoreWeave scales its data-center footprint. Investors will watch whether construction timelines hold and whether the demand backlog converts into contracted revenue as new capacity comes online.
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