CoreWeave needs ~350MW more live by year-end — the exact spot it slipped last year
tengyanAI · x · 2026-11-10
tengyanAI quotes Tessara's pre-earnings brief on CoreWeave ($CRWV): hitting the year-end guide hinges on switching on 350MW more capacity in H2 — the same step that slipped last year.
Three numbers to check:
- Active power: 1.5GW at June 30, guided to >1.85GW by year-end (raised from >1.7GW in August), i.e. 350MW added in H2
- Q3 revenue guide: $3.45–3.60B
- Full year: holding the $12.4B low end needs $7.75B in H2, after $4.65B in H1
Why delivery matters: on last year's Q3 call CoreWeave cut its year-end power guide from >900MW to >850MW, citing delays at a third-party data center provider. This year landlords Galaxy and Applied Digital report on-time delivery — the buildings are ready, but the GPUs inside are the uncertainty.
The post also cites $104B of backlog as of June 30.
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