CoreWeave Outlines Aggressive AI Infrastructure Expansion Strategy. The company is financing rapid growth through longer-dated take-or-pay contracts and asset-level financing, with roughly 90 percent of contract-level capital expenditures covered by delayed draw term loans. CoreWeave has approximately 30 billion dollars of capital expenditures tied to backlog while targeting stabilized margins in the mid-20s. The infrastructure provider is securing 3.1 gigawatts of contracted power expected largely online by end-2027 and plans self-build joint ventures to gain greater control. CoreWeave is significantly expanding its NVIDIA partnership, targeting an additional 5 gigawatts of AI cloud capacity by 2030. The company is also pushing higher-margin add-on services including storage, networking, and CPU offerings that have reached roughly 100 million dollars in run rate.
