CoreWeave 2026 Q3 outlook

Name: CoreWeave 2026 Q3 outlook
Creator: AI Capex Tracker
License: https://creativecommons.org/licenses/by/4.0/

guidance · Neocloud

USD 37–39bn1

Range. Calendar 2026. Full-year 2026 capex guidance of USD 37–39bn, low end raised from the prior USD 35–39bn range. Capex is PPE additions including finance leases, less change in construction in progress (earnings deck, slide 16). Overlaps the quarterly actuals. Original disclosure.

Verified 11 Nov 2026

Disclosure dated 2026-11-10

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What this value measures

Annual capex forecast. Full-year 2026 capex guidance of USD 37–39bn, low end raised from the prior USD 35–39bn range. Capex is PPE additions including finance leases, less change in construction in progress (earnings deck, slide 16). Overlaps the quarterly actuals. Source definition.

Keep guidance separate from other value types. Annual totals, forecast vintages, programme components and customer contracts can describe overlapping infrastructure. Read the overlap rules.

The reading

Amounts in source currency, billions

Company / programme Reporting entity, programme owner or contract seller. Editorial grouping follows the named source.: CoreWeave 1
Sector Editorial sector classification based on the disclosed business or programme.: Neocloud 1
Value type Capex is reported expenditure; commitment is a purchase agreement or announced investment; guidance is a forecast; programme budget is a policy envelope. Types are never summed.: guidance 1
Amount bn Monetary amount in billions of the stated currency. The qualifier identifies ceilings, floors and approximations. Null means no exact monetary value disclosed.: 37 1
Upper bound bn Upper bound where an explicit range is disclosed; not an additional amount.: 39 1
Currency Source currency, retained without FX conversion. Applies only to monetary amounts; compare within a single currency.: USD 1
Qualification Reported, approximate, range, upper/lower bound or plan status, as stated in the source.: Range 1
Period / horizon Original fiscal period or announced multi-year horizon. Annual totals overlap quarters; future horizons do not imply actual spend.: Calendar 2026 1
Disclosure date Date of the cited disclosure or its stated update. Null where a precise date was not verified. Access date is separately recorded.: 2026-11-10 1
Measurement basis Accounting or contractual definition. Customer lease revenue is a commitment by the customer, not vendor capex; investment plans are prospective.: Annual capex forecast 1