Revenue backlog in Q2
Company: CoreWeave
The claim, verbatim
Revenue backlog reached $104 billion, up 246% year-over-year
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: “The revenue backlog even reached $104 billion, an increase of 246% from the year earlier.”
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Additional evidence
confirms SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity - Yahoo Finance
Quote: “The revenue backlog even reached $104 billion, an increase of 246% from the year earlier.”