Top three customers ~75% of Q2 revenue
Company: CoreWeave
The claim, verbatim
CoreWeave's biggest customers are Microsoft, OpenAI, and an undisclosed third (probably Nvidia); together they generated almost three-quarters of second-quarter revenue.
Source (primary)
CoreWeave’s debt is becoming the whole AI industry’s problem - The Verge (-, news_article)
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Quote: “Its biggest customers are Microsoft, OpenAI, and what is probably Nvidia, though CoreWeave doesn’t disclose who its third-biggest customer is. Those three generated almost three-quarters of the company’s second quarter revenue.”
How we checked this
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Additional evidence
confirms CoreWeave’s debt is becoming the whole AI industry’s problem - The Verge
Quote: “Its biggest customers are Microsoft, OpenAI, and what is probably Nvidia, though CoreWeave doesn’t disclose who its third-biggest customer is. Those three generated almost three-quarters of the company’s second quarter revenue.”