2027 capex in line with 2026 if limited to committed backlog
Company: CoreWeave
The claim, verbatim
If CoreWeave focuses only on committed backlog, it expects 2027 capex to remain in line with 2026 capex, while revenue and EBITDA grow significantly.
Source (primary)
CoreWeave beats on revenue and lifts guidance, easing AI slowdown concerns - CNBC (-, news_article)
View cached copy (2026-11-11)Live source ↗Archive.org ↗
Quote: “Should we choose to focus only on our committed backlog, we would expect capex for 2027 to remain in line with our 2026 capex investment, while revenue and EBITDA grow significantly”
How we checked this
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Additional evidence
confirms CoreWeave beats on revenue and lifts guidance, easing AI slowdown concerns - CNBC
Quote: “Should we choose to focus only on our committed backlog, we would expect capex for 2027 to remain in line with our 2026 capex investment, while revenue and EBITDA grow significantly”