First Squawk(@FirstSquawk):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 BASED ON ONGOING CONSTRUCTION AT FULLY PERMITTED SITES

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First Squawk@FirstSquawk

30minutes ago

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 BASED ON ONGOING CONSTRUCTION AT FULLY PERMITTED SITES