CRWV 10-KMar 2 '26
“We recognized an aggregate of approximately 67% of our revenue from our top customer, Microsoft, for the year ended December 31, 2025.”
NBIS 20-FApr 30 '26
“In 2025 and early 2026, we secured significant long-term committed contracts with two large hyperscalers, Microsoft and Meta.”
CRWV 10-KMar 2 '26
“Similarly, in September 2025, we entered into an order form under an existing master services agreement pursuant to which Meta Platforms, Inc. ("Meta") initially committed to pay us up to approximately $14.2 billion through December 2031 and, as a result, we also expect Meta to be a significant customer in future periods.”
NBIS 20-FApr 30 '26
“In 2025 and early 2026, we secured significant long-term committed contracts with two large hyperscalers, Microsoft and Meta.”