The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.

Sign in to access this content
Sign InCoreWeave has expanded its Meta partnership to $21 billion for Nvidia’s Rubin chips, while simultaneously securing a significant $6 billion contract with Jane Street to strengthen long-term revenue visibility. To further reinforce its AI cloud infrastructure, the company received a $1 billion equity boost, complementing its existing FY2026 revenue guidance of $12 billion to $13 billion. Analysts expect the forward EV/Sales multiple to compress from 7x in 2026 to 2.6x in 2027 as the total contracted backlog reaches $67 billion. To fund this trajectory, CoreWeave upsized its bond offering to $2.75 billion and aims to double active GPU capacity by late 2027. Despite managing a substantial debt load of roughly $30 billion, the company continues to diversify its elite client base, which now includes OpenAI, Anthropic, and Jane Street.