Non-GPU services ARR in Q2
Company: CoreWeave
The claim, verbatim
Non-GPU revenue from storage, CPU, networking, and software exceeded $400 million in annualized recurring revenue in Q2
Source (primary)
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity - Yahoo Finance (-, news_article)
View cached copy (2026-09-02)Live source ↗Archive.org ↗
Quote: “Coreweave also generates revenue from businesses beyond GPUs, including storage, CPU, networking, and software, which exceeded $400 million in annualized recurring revenue (ARR) in the second quarter.”
How we checked this
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Additional evidence
confirms SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity - Yahoo Finance
Quote: “Coreweave also generates revenue from businesses beyond GPUs, including storage, CPU, networking, and software, which exceeded $400 million in annualized recurring revenue (ARR) in the second quarter.”