Wall St Engine(@wallstengine):CoreWeave $CRWV says it's "largely sold out through 2027," and all 2028 capacity offered so far has also been sold. Qualified demand is 10x available capacity through 2027, while 2028 demand is already several times supply. It sees no material risk to its 2027 deliveries.

Wall St Engine

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Wall St Engine@wallstengine

2026.11.10 22:52

CoreWeave $CRWV says it's "largely sold out through 2027," and all 2028 capacity offered so far has also been sold. Qualified demand is 10x available capacity through 2027, while 2028 demand is already several times supply. It sees no material risk to its 2027 deliveries.

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