Newer data-center deal economics
Company: CoreWeave
The claim, verbatim
Newer data-center deals carry higher operating margin than earlier deals, with excellent deal-level economics as customers are paying more for AI compute faster than input costs are rising
Source (primary)
CoreWeave Sinks 5% Despite Burry Pulling In His AI Short, Oracle Eases Into Earnings, Cloudflare Holds Steady - 24/7 Wall St. (-, news_article)
View cached copy (2026-09-12)Live source ↗
Quote: “the company's newer data-center deals carry more operating margin than earlier ones and that "the deal-level economics are excellent," because customers are paying more for AI compute faster than input costs are rising”
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Additional evidence
confirms CoreWeave Sinks 5% Despite Burry Pulling In His AI Short, Oracle Eases Into Earnings, Cloudflare Holds Steady - 24/7 Wall St.
Quote: “the company's newer data-center deals carry more operating margin than earlier ones and that "the deal-level economics are excellent," because customers are paying more for AI compute faster than input costs are rising”