New customer commitments and contracted power
Company: CoreWeave
The claim, verbatim
Added more than $25 billion of net new customer commitments between June 30 and August 11, 2026, increasing total contracted power to approximately 4.2 gigawatts as of August 11, 2026 from 3.7 gigawatts as of June 30, 2026
Source (primary)
CoreWeave 424B5 filed 2026-09-17 (SEC EDGAR, sec_filing)
View cached copy (2026-09-18)Live source ↗
Quote: “In addition, between June 30, 2026 and August 11, 2026, we added more than $25 billion of net new customer commitments early in the third quarter of 2026 and increased our total contracted power to approximately 4.2 gigawatts as of August 11, 2026 from approximately 3.7 gigawatts as of June 30, 2026”
How we checked this
Checked on September 23, 2026. The cited source supports part of this claim, but not all of it.
The filing confirms both the more than $25 billion in new commitments and the rise in contracted power from about 3.7 to about 4.2 gigawatts. However, it presents them as two separate developments and does not say the commitments caused the power increase.
Confirmed in the source:
- CoreWeave added more than $25 billion of net new customer commitments between June 30, 2026 and August 11, 2026
- CoreWeave's total contracted power was approximately 4.2 gigawatts as of August 11, 2026
- CoreWeave's total contracted power was approximately 3.7 gigawatts as of June 30, 2026
We could not confirm this from the cited source:
- That the new customer commitments were what caused the increase in total contracted power
That does not mean it is false — only that this source does not establish it, as of the date above. If we find a source that settles it, we will re-check and update this page.
What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1769628/000162828026062362/coreweave-424b5.htm) in full (239,561 characters, retrieved September 18, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms CoreWeave 424B5 filed 2026-09-17
Quote: “In addition, between June 30, 2026 and August 11, 2026, we added more than $25 billion of net new customer commitments early in the third quarter of 2026 and increased our total contracted power to approximately 4.2 gigawatts as of August 11, 2026 from approximately 3.7 gigawatts as of June 30, 2026”