Net new customer commitments in early Q3 2026
Company: CoreWeave
The claim, verbatim
CoreWeave signed more than $25 billion in net new customer commitments in early Q3, not included in the June backlog.
Source (primary)
Nebius Vs CoreWeave: Which AI Stock Has the Upper Hand? - I/O Fund (-, news_article)
View cached copy (2026-10-06)Live source ↗Archive.org ↗
Quote: “This does not include more than $25 billion in net new customer commitments signed in early Q3.”
How we checked this
Checked on October 8, 2026. The cited source supports every part of this claim.
The article states the backlog does not include more than $25 billion in net new customer commitments signed in early Q3.
Confirmed in the source:
- CoreWeave signed more than $25 billion in net new customer commitments in early Q3 2026
- These commitments are not included in the $104 billion June backlog
What we did: Read our cached copy of the publisher (https://io-fund.com/ai-stocks/nebius-vs-coreweave-ai-stock) in full (16,847 characters, retrieved October 6, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Nebius Vs CoreWeave: Which AI Stock Has the Upper Hand? - I/O Fund
Quote: “This does not include more than $25 billion in net new customer commitments signed in early Q3.”