CoreWeave (CRWV) AGM 2026 summary

Opening remarks and agenda

• Meeting held virtually to increase participation and reduce costs, with webcast available for three months.

• Reflections on the first year as a public company, emphasizing innovation, execution, and long-term value creation.

• Introduction of key participants, including board members, senior management, and external advisors.

Financial performance review

• Surpassed $5 billion in annual revenue in the first year as a public company.

• Contracted revenue backlog grew to $66.8 billion, with over $50 billion in new customer commitments.

• Expanded active power footprint to over 850 MW across 43 data centers and contracted power portfolio to more than 3.1 GW.

• Secured over $18 billion in debt and equity capital in 2025 to finance growth.

Strategic initiatives and plans

• Made four strategic acquisitions in 2025 to accelerate AI adoption and enterprise capabilities.

• Introduced new products across storage, CPU, and developer tools to enable multi-cloud capabilities.

• Targeting more than 8 GW of active power by 2030 to meet growing AI demand.

• Focused on building infrastructure for long-term AI adoption, tying investments to contracted demand.