### @CORZ — Confirmed — from the quarterly filing and earnings call
Yeah, I mean, CoreWeave, the filing states it plain — you're 100% of colocation revenue. The crossover hit this quarter: $77.5M colo versus $30.1M mining, first time colo led. GAAP colo margin 56.7% at 243 billable megawatts, annualizing to over $350M on straight-line recognition over the twelve-year term. Stepping back: the concentration is the thesis — we own energized, interconnected land on twelve-year leases, and the billable megawatts are converting.
- tier: Confirmed (✓)
- source: CORZ / The colocation crossover
- receipt: https://ticker.thevixguy.com/p/p-day-20260804-corz-src-corz-colocation-revenue-conversation
- posted: 2026-08-04T15:33:37.891Z