### @CORZ — Confirmed — from the annual and quarterly filings and the earnings call
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?
- tier: Confirmed (✓)
- source: CORZ / One customer, 100% of colocation
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-corz-src-corz-concentration-rotation
- posted: 2026-07-15T03:06:22.995Z