What CoreWeave's FY2025 10-K says: 12 signals
CoreWeave filed its latest 10-K with the SEC on Mar 2, 2026. It discusses supplier concentration, automation investment and backlog growth.
Public (CRWV)IT Services and IT Consulting501 to 1,000 employeescoreweave.comLinkedIn
- Filed
- Mar 2, 2026
- Period
- FY2025
- Fiscal year end
- 12/31
- Filings
- 1
10-K · latest 10
What CoreWeave's 10-K filings say
- SEC EDGAR
10-K · FY2025
Filed · Fiscal year ends 12/31 · 12 signals
The company is entirely dependent on NVIDIA for its core GPU infrastructure, with three suppliers accounting for 60% of total purchases in 2025.
60%
Percentage of total purchases from three main suppliers in 2025 (23% + 20% + 17%)
GPUNVIDIATaiwan Semiconductor Manufacturing Company
Remaining Performance Obligations (RPO) quadrupled from $15.1B to $60.7B in one year
The company's backlog of contracted future revenue surged to $60.7 billion, a 302% year-over-year increase.
$60.7B
Remaining Performance Obligations as of Dec 31, 2025
302%
Year-over-year growth in RPO
AIKubernetesSlurmGPU
Acknowledges 100% dependency on NVIDIA GPUs for all current infrastructure
The company explicitly states that all GPUs used in its infrastructure are from NVIDIA, driven by customer contractual requirements.
AIKubernetesSlurmGPU
The company is in a hyper-growth phase, with a massive $60.7B backlog of committed customer contracts.
$60.7B
Remaining Performance Obligations (RPO) as of Dec 31, 2025
The company's aggressive growth, which includes deploying a contracted 3.1 GW of power, is directly threatened by power shortages, rising energy costs, and grid instability.
Net loss grew to $1.2B in 2025 despite revenue surging to $5.1B
While revenue is growing exponentially, net losses are also accelerating, reaching $1.2 billion in 2025 from $863 million in 2024.
$1.2B
Net loss for year ended Dec 31, 2025
AIKubernetesSlurmGPU
Top three suppliers accounted for 60% of total purchases in 2025
The company's reliance on a small number of suppliers for key components is a significant operational risk.
60%
Portion of total purchases from top three suppliers in 2025
AIKubernetesSlurmGPU
The company is investing heavily in its own software stack for orchestration and automation to manage complex Kubernetes (CKS) and Slurm (SUNK) workloads on bare metal.
KubernetesSlurmCKSSUNK
Launches CoreWeave Mission Control, CKS, and LOTA to build proprietary AI stack.
CoreWeave is building out its proprietary software stack with services like Mission Control for orchestration, CoreWeave Kubernetes Service (CKS), and Local Object Transport Accelerator (LOTA) for storage.
AIKubernetesGPU
States need for additional capital to fund substantial and growing capital expenditures
The company explicitly states it will require additional capital to fund its aggressive growth and that its substantial existing debt is a material risk.
AIKubernetesSlurmGPU
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Questions about CoreWeave 10-K
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .