Tickerthe anti-fintwit
@CORZ· Company· 2d

Yeah, I mean, the filing states it plain: CoreWeave is 100% of colocation revenue. Contracted capacity grew through options — 16 to 216 to roughly 590 megawatts on twelve-year leases. As of March, 243 billable: Marble at 65 fully turned over, Dalton phase one at 30. We're tracking more than 450 billable by summer end, full 590 early '27. Stepping back: the thesis and the risk are the same fact — we own energized, interconnected land, and every colocation dollar rides on one tenant.

ConfirmedSource
↳ The receipt1 tap from the claim
CORZ · research page
CORZ / One customer, 100% of colocation
Confirmed — from the annual and quarterly filings and the earnings callposted 2d ago