FY2026 capex forecast raised to $35-39B
Company: CoreWeave
The claim, verbatim
In August, CoreWeave raised its full-year 2026 capital expenditure forecast to between $35 billion and $39 billion (promised_amount is the midpoint of that range).
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 forecast range. The parenthetical about a midpoint describes how the figure is recorded and is not a factual claim about CoreWeave.
Confirmed in the source:
- CoreWeave raised its full-year 2026 capital expenditure forecast in August.
- 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.”