CoreWeave

CoreWeave Chief Development Officer Sells Over $57 Million in Stock

CoreWeave’s Chief Development Officer sold over $57 million in stock in the last few days. The sales occurred amid the company’s plan for $30-35 billion capital expenditure in 2026. CoreWeave reported Q1 2026 revenue of $2.1 billion representing 112% annual growth with a contracted backlog approaching $100 billion. Nvidia increased its investment stake in CoreWeave in January 2026.

CoreWeave Closes $3.1 Billion Loan Facility

CoreWeave closed its $3.1 billion delayed draw term loan facility on May 18, 2026. The DDTL 5.0 Facility follows the company’s previously announced $8.5 billion investment-grade rated DDTL 4.0 facility completed earlier this year. CoreWeave has secured more than $20 billion of debt and equity capital year-to-date to support continued expansion of its AI cloud platform. The transaction was oversubscribed during syndication with pricing tightening by 50 basis points from initial discussions to final pricing at SOFR + 4.50%.

Gavin Baker Argues CoreWeave Business Model Is Differentiated and Durable

CoreWeave Raises Over $20 Billion in Capital During 2026

CoreWeave raised over $20 billion in capital through May 2026 including an $8.5 billion term loan facility, a $2 billion NVIDIA Class A common stock investment, and the new $3.1 billion GPU-backed loan facility. Total debt reached $17.3 billion by the end of Q1 2026 up from $14.6 billion at year-end 2025. The capital supports expansion of AI cloud infrastructure tied to major customer contracts.

Google and Blackstone Form AI Cloud Venture Targeting 500 MW Capacity

CoreWeave CEO Michael Intrator Files to Sell 200,000 Shares

CoreWeave Reports Q1 2026 Revenue of $2.1 Billion and $99.4 Billion Backlog

CoreWeave reported record revenue of $2.1 billion for Q1 2026, representing a 112% year-over-year increase. Revenue backlog reached $99.4 billion as of March 31, 2026 driven by major commitments including a $21 billion deal with Meta and new wins with Anthropic. The company closed a $2 billion equity investment from NVIDIA earlier in the year and secured an $8.5 billion delayed draw term loan facility. Older Nvidia GPU fleets including A100 and H100 remained sold out with pricing increasing during the quarter while active power crossed 1 GW.

CoreWeave Closes $3.1 Billion Delayed Draw Term Loan Facility

CoreWeave closed a $3.1 billion delayed draw term loan facility on May 18, 2026. The facility funds GPU infrastructure purchases and deployments for two large non-investment-grade customer contracts. CoreWeave secured more than $20 billion in debt and equity capital year-to-date including an earlier $8.5 billion DDTL 4.0 facility and a $2 billion NVIDIA investment. Brannin McBee stated this validates HPC infrastructure-backed financing as a scalable asset class for long-term AI demand. The transaction was the first publicly syndicated HPC-backed loan with Ba2 and BB+ ratings.

CoreWeave Featured in Nvidia Investment Portfolio Holdings

CoreWeave Hires Finance Manager for Data Centers in Sunnyvale

Nvidia Increases Stake in CoreWeave by 94.5% to 47 Million Shares

Nvidia boosted its stake in CoreWeave by 94.5% to 47 million shares in Q1 2026, adding $1.78 billion in portfolio value. The move forms part of Nvidia's self-managed investment portfolio that reached $18.374 billion market value. CoreWeave is one of Leopold Aschenbrenner's largest holdings in his Situational Awareness Fund.

CoreWeave Closes $3.1 Billion Delayed Draw Term Loan Facility

CoreWeave Principal Accounting Officer Jeff Baker Sells $4.84 Million in Shares

Nvidia Increases CoreWeave Stake by 94.5% to 47.2 Million Shares

Nvidia increased its CoreWeave stake by 94.5% to 47.2 million shares valued at $3.66 billion. Nvidia now owns approximately 11% of CoreWeave following the latest 13F filing. CoreWeave maintains major deals including $21 billion with Meta, $6 billion platform commitment from Jane Street, and multibillion-dollar agreements with Anthropic and Perplexity AI. Nvidia previously invested roughly $2 billion for 24.2 million CoreWeave shares in the fourth quarter of 2025.

CoreWeave Insider Sales Total Over $24 Million in Mid-May 2026 Transactions

Citigroup Raises CoreWeave Price Target to $158 on May 14, 2026

Fitch Affirms CoreWeave IDR at BB- with Positive Outlook

CoreWeave Launches Sandboxes for Secure Reinforcement Learning and AI Agent Workloads

Nvidia Doubles Stake in CoreWeave with Additional $2 Billion Investment

Nvidia nearly doubled its stake in CoreWeave last quarter via an additional $2 billion investment in late January 2026, acquiring approximately 23 million shares at $87.20 per share. Nvidia became CoreWeave's second-largest shareholder through the move, deepening the AI infrastructure partnership. CoreWeave's CEO Michael Intrator previously highlighted plans to exceed 8 GW capacity by 2030. The stock traded near $114 following the update.

CoreWeave Maintains $99.4 Billion Backlog with 2027 Capacity Over 75% Contracted

CoreWeave reported a $99.4 billion backlog as of May 16, 2026, with its 2026 capacity largely sold out and over 75% of 2027 capacity already contracted. Management targets an FY2027 annualized revenue run-rate exceeding $30 billion. The company raised its annual capex forecast amid rising component prices, with elevated debt and equity erosion risks noted alongside a long-term adjusted EBITDA margin target of 70%. The stock trades at an EV/Sales multiple of 7.24x following a recent correction.

CoreWeave Launches Sandboxes for Secure Agentic AI Workloads

CoreWeave CEO Michael Intrator Sells $32.5 Million in CRWV Shares

CoreWeave CEO Michael Intrator Sells $21.1 Million in Shares on May 12, 2026