Revenue backlog from major customers
Company: CoreWeave
The claim, verbatim
CoreWeave has a revenue backlog of approximately $100 billion consisting of take-or-pay contracts with Meta, OpenAI, Microsoft, and Anthropic
Source (primary)
Is CoreWeave At The Mercy Of The Bond Market? - Real Investment Advice (-, news_article)
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Quote: “a revenue backlog of approximately $100 billion, consisting mostly of take-or-pay contracts (buyer must pay whether they use the service) with Meta, OpenAI, Microsoft, and Anthropic.”
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Additional evidence
confirms Is CoreWeave At The Mercy Of The Bond Market? - Real Investment Advice
Quote: “a revenue backlog of approximately $100 billion, consisting mostly of take-or-pay contracts (buyer must pay whether they use the service) with Meta, OpenAI, Microsoft, and Anthropic.”