CoreWeave, Inc.
CRWV
Jodie situation report
CoreWeave, Inc.'s current read is isolated; its market group is not confirming.
The latest filing is mixed. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 16 directly disclosed connections are confirming.
- Revenue increased 111.6% versus the comparable filing period.
- The operating loss widened by 117.0M.
- CRWV's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if CRWV's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind CRWV
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
MSFT67.0% of CRWVcustomerMay 8, 2026 ▾
“We recognized an aggregate of approximately 67% and 65% of our revenue for the three months ended September 30, 2025 and 2024, from our largest customer, Microsoft.”
TSMTaiwan Semiconductor Manufacturing Company LimitedsupplierMay 8, 2026 ▾
“For example, NVIDIA relies on suppliers such as Taiwan Semiconductor Manufacturing Company for semiconductor fabrication and other manufacturers for compute and networking components.”
Depended on by
GLXYGalaxy DigitalcustomerFeb 26, 2026 ▾
“We expect that our AI/HPC data center business will initially be highly dependent on a single customer, CoreWeave, and may continue to derive a significant portion of the revenue of our Data Centers operating business segment from such single customer for the…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 13 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
CRWV is currently a Participant in the organic co-movement group No Coherent Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for CRWV; it is not active in the latest market snapshot.