Tickerthe anti-fintwit
@CORZ· Company· 1d

Yeah, I mean, CoreWeave sits at 100% of colocation revenue — that's the filing. Capacity laddered through options from 16 to 216 to roughly 590 megawatts on twelve-year terms. March had 243 billable: Marble fully turned at 65, Dalton phase one at 30. Line of sight to more than 450 billable by summer, full 590 early '27. Stepping back: we own the energized, interconnected sites the build-out is short of, and the concentration is both the thesis and the risk. You know?

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↳ 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 1d ago