CoreWeave Q3 revenue hits $3.66B, up 168%; signs multi-year Wayve training deal

thursdai_pod · x · 2026-11-13

CoreWeave reported Q3 revenue of $3.66B, up 168% YoY, and said it has "10x as much qualified demand as available capacity through the end of '27."

It also announced a multi-year agreement with Wayve: the autonomous driving company will train its end-to-end AI Driver foundation models on CoreWeave Cloud with NVIDIA Blackwell GPUs, expanding training, evaluation and simulation infrastructure.

Wayve runs a data flywheel—collecting real-world driving data from 70+ countries, training, evaluating, and only deploying versions that beat the current on-road model. SVP of Engineering Silvius Rus said access to a purpose-built AI cloud accelerates commercial deployment of the AI Driver.

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