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Moment

A Neocloud Reports Into a Financing Test

2026年11月11日 1 分钟阅读

Revenue growth is no longer the question; whether the funding structure holds is.

CoreWeave reported third-quarter 2026 results after the US close on 10 November 2026, with analysts expecting revenue of about $3.54 billion, up 160%, and an adjusted loss of $1.16 to $1.27 per share. The company entered the quarter with $104.2 billion of revenue backlog, up 246% year on year, and reports active power rising from 1.5 gigawatts at the end of June toward more than 1.85 gigawatts by year end, against capital spending of $35 billion to $39 billion. Its 2031 bonds yield roughly 15.5% and the shares are down about 73% from their high. Guidance on financing matters more than the revenue beat.

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