>$25B net new customer commitments early Q3
Company: CoreWeave
The claim, verbatim
CoreWeave obtained more than $25 billion in net new customer commitments early in the third quarter, which were not included in its $104 billion backlog.
Source (primary)
JPMorgan upgrades CoreWeave to Overweight on premium short-term compute pricing - Yahoo Finance (-, news_article)
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Quote: “Its $104 billion backlog excluded more than $25 billion in net new customer commitments obtained early in the third quarter.”
How we checked this
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Additional evidence
confirms JPMorgan upgrades CoreWeave to Overweight on premium short-term compute pricing - Yahoo Finance
Quote: “Its $104 billion backlog excluded more than $25 billion in net new customer commitments obtained early in the third quarter.”