CoreWeave ~30% of contracted revenue (estimate)
Company: Applied Digital
The claim, verbatim
CoreWeave accounts for an estimated 30% of Applied Digital's contracted revenue, per 24/7 Wall St.
Source (primary)
Applied Digital Surges 9% as AI Data Center Stocks Rebound From Financing Jitters; IREN Jumps 9%, Nebius Climbs 7% - 24/7 Wall St. (-, news_article)
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Quote: “24/7 Wall St. also put CoreWeave's share of Applied Digital's contracted revenue at an estimated 30%”
How we checked this
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Additional evidence
confirms Applied Digital Surges 9% as AI Data Center Stocks Rebound From Financing Jitters; IREN Jumps 9%, Nebius Climbs 7% - 24/7 Wall St.
Quote: “24/7 Wall St. also put CoreWeave's share of Applied Digital's contracted revenue at an estimated 30%”
