Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 80.94 · gapped above the open, then crossed back over prior close. High/low 83.64 at 7:15 am ET, 80.84 at 4:15 pm ET.
CoreWeave, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Prepackaged Software
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of CRWV revenue | Skew |
|---|---|---|---|
| CORZCore Scientific, Inc./tx | 100.00% | 6.22% | 16× |
| MSFTMicrosoft | 1.04% | 67.00% | 65× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“We recognized an aggregate of approximately 67% of our revenue from our top customer, Microsoft, for the year ended December 31, 2025.”
$3.4B relationship65× more of CRWV’s book than MSFT’s
basisCRWV fy2025 · closed 2025-12 $5.1BMSFT fy2026 · closed 2026-06 $332B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001769628-26-000104cik 0001769628
“On March 30, 2026, the Company and CoreWeave amended the ELN-02 Lease to suspend the term for two of the four data halls covered by the lease (the "ELN-02 Lease Amendment") and the Company entered into a new datacenter lease with CoreWeave Compute Acquisition Co. VIII, LLC ("CoreWeave SPV"), a wholly owned subsidiary of CoreWeave, for those two data halls on substantially the same terms as the ELN-02 Lease (the "ELN-02 SPV Lease").”
FILING10-K0001144879-26-000048cik 0001144879disclosed by APLD
“On February 29, 2024, the Company entered into a long-term contract with CoreWeave, Inc. ("CoreWeave") to deliver 16 MW of infrastructure at the Company's Austin, Texas facility.”
FILING10-K0001628280-25-008302cik 0001839341disclosed by CORZ
“We expect that our AI/HPC data center business will initially be highly dependent on a single customer, CoreWeave, and may continue to derive a significant portion of the revenue of our Data Centers operating business segment from such single customer for the foreseeable future.”
FILING10-K0001859392-26-000016cik 0001859392disclosed by GLXY
“CoreWeave clusters also use cutting edge CPUs, including AMD and Intel chips, to power compute-intensive projects and to help our customers get more out of GPU compute.”
FILING10-K0001769628-26-000104cik 0001769628
“CoreWeave clusters also use cutting edge CPUs, including AMD and Intel chips, to power compute-intensive projects and to help our customers get more out of GPU compute.”
FILING10-K0001769628-26-000104cik 0001769628
“For example, as a result of our obligations in our current customer contracts, all of the GPUs used in our infrastructure today are NVIDIA GPUs.”
FILING10-K0001769628-26-000104cik 0001769628
“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.”
FILING10-K0001769628-26-000104cik 0001769628
“In May 2025, we entered into a master services agreement with OpenAI OpCo, LLC ("OpenAI") and in September 2025, we entered into an order form under this master services agreement pursuant to which OpenAI has committed to pay us up to approximately $6.5 billion through May 31, 2031 and, as a result, we expect OpenAI to be a significant customer in future periods.”
FILING10-K0001769628-26-000104cik 0001769628
Watchlist prices, news filtered to it, and its next report on your desk.
CoreWeave, Inc. has 6 disclosed suppliers and 3 disclosed customers. Each one is named in an SEC filing, either CoreWeave, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
CRWV (CoreWeave, Inc.) has 6 disclosed suppliers and 3 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: GLXY −7.96%, in financials.