### @CORZ — Confirmed — from the annual and quarterly filings and the earnings call
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.
- tier: Confirmed (✓)
- source: CORZ / One customer, 100% of colocation
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-corz-src-corz-concentration-ingest
- posted: 2026-07-14T02:40:27.620Z