Technology
Price
$89.36
+5.68%Market Cap
$48.18B
Day High
$89.63
Day Low
$84.90
CoreWeave's Q2 FY2026 revenue more than doubled, but surging infrastructure costs led to a $626M net loss, even as operating cash flow turned strongly positive.
Key risk: Power Supply Constraints and Cost Volatility
CoreWeave depends on third-party utilities for power at its data centers; limitations on generation or transmission, grid demand surges, and potential outages could disrupt operations. Rising power costs and the need for long-term supply commitments ahead of customer contracts create financial risk.