FY2026 capex guidance raised to $35B-$39B
Company: CoreWeave
The claim, verbatim
In August 2026, CoreWeave raised its full-year 2026 capital expenditure forecast to between $35 billion and $39 billion.
Source (primary)
CoreWeave Has a $104 Billion Backlog. Now It Also Has a Political Problem. - Yahoo Finance (-, news_article)
View cached copy (2026-11-10)Live source ↗Archive.org ↗
Quote: “In August, it raised its full-year 2026 capital expenditure forecast to between $35 billion and $39 billion.”
How we checked this
Checked on November 11, 2026. The cited source supports every part of this claim.
The article states the August increase and the $35 billion to $39 billion range for full-year 2026, and it was published in November 2026.
Confirmed in the source:
- CoreWeave raised its full-year 2026 capital expenditure forecast in August 2026.
- The raised forecast was between $35 billion and $39 billion.
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/technology/ai/articles/coreweave-104-billion-backlog-now-163003332.html) in full (14,146 characters, retrieved November 10, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms CoreWeave Has a $104 Billion Backlog. Now It Also Has a Political Problem. - Yahoo Finance
Quote: “In August, it raised its full-year 2026 capital expenditure forecast to between $35 billion and $39 billion.”