CoreWeave revenue backlog and new customer commitments
Company: CoreWeave
The claim, verbatim
CoreWeave's revenue backlog reached $104.2 billion in Q2 2026 (up from $99.4 billion in Q1 2026) and the company signed more than $25 billion in new commitments in early Q3 2026
Source (primary)
AI Infrastructure Stocks Surge: How Long Can CoreWeave (CRWV) and Super Micro Computer (SMCI) Keep It Up? - Yahoo Finance (-, news_article)
View cached copy (2026-09-01)Live source ↗
Quote: “Its revenue backlog rose to $104.2 billion in the second quarter from $99.4 billion three months earlier, not even counting more than $25 billion in new commitments signed early in the current quarter.”
How we checked this
Checked on September 18, 2026. The cited source supports every part of this claim.
The article reports the backlog rising to $104.2 billion in the second quarter from $99.4 billion three months earlier. It also cites more than $25 billion in new commitments signed early in the current quarter, which in the context of the August 2026 report is the third quarter.
Confirmed in the source:
- CoreWeave's revenue backlog was $104.2 billion in the second quarter of 2026
- The backlog was up from $99.4 billion three months earlier, in the first quarter
- CoreWeave signed more than $25 billion in new commitments early in the current quarter, the third quarter of 2026
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/technology/ai/articles/ai-infrastructure-stocks-surge-long-172411864.html) in full (9,775 characters, retrieved September 1, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms AI Infrastructure Stocks Surge: How Long Can CoreWeave (CRWV) and Super Micro Computer (SMCI) Keep It Up? - Yahoo Finance
Quote: “Its revenue backlog rose to $104.2 billion in the second quarter from $99.4 billion three months earlier, not even counting more than $25 billion in new commitments signed early in the current quarter.”