The company is entirely dependent on NVIDIA for its core GPU infrastructure, with three suppliers accounting for 60% of total purchases in 2025. This creates significant risk from supply disruptions, geopolitical tensions involving Taiwan, and lack of diversification, potentially impacting its ability to meet customer contracts.
Filing excerpt
We have a limited number of suppliers for significant components of the equipment we use to build and operate our platform and provide our solutions and services.
What this signalsFilings often name leadership changes, deals and spending plans.
Technologies
Vendors
Regions named
sec-10ksupplyChainDisruptionGet every 10-K signal for CoreWeave and the companies you sell to, in the tools you already use.
Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at CoreWeave this week?”
The Signal API returns 10-K signals for any list of companies as JSON, for your CRM, warehouse or app.
Sign up and spend your free credits on the companies you sell to.
This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/c7b72f67-752c-4631-8580-a0d2245d7d77 returns this record as JSON. POST /v1/companies/enrich returns every signal for coreweave.com.
{
"signal_id": "c7b72f67-752c-4631-8580-a0d2245d7d77",
"signal_type": "sec-10k",
"signal_subtype": "supplyChainDisruption",
"detected_at": "2026-03-03T05:55:04.661+00:00",
"company": {
"name": "CoreWeave",
"domain": "coreweave.com"
},
"data": {
"detail": "The company is entirely dependent on NVIDIA for its core GPU infrastructure, with three suppliers accounting for 60% of total purchases in 2025. This creates significant risk from supply disruptions, geopolitical tensions involving Taiwan, and lack of diversification, potentially impacting its ability to meet customer contracts.",
"metrics": {
"pct": 0.6,
"timeframe": "current_year",
"pct_context": "Percentage of total purchases from three main suppliers in 2025 (23% + 20% + 17%)"
},
"summary": "CoreWeave reports 100% GPU dependency on NVIDIA and high supplier concentration, citing geopolitical risk in Taiwan.",
"excerpts": "We have a limited number of suppliers for significant components of the equipment we use to build and operate our platform and provide our solutions and services.",
"relevance": 1,
"sentiment": "negative",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000104/crwv-20251231.htm",
"filing_date": "2026-03-02",
"filing_year": 2026,
"fiscal_year_end": "12/31",
"sales_relevance": "Supply chain tools urgently needed",
"signal_category": "operations",
"regions_mentioned": [
"Taiwan",
"China"
],
"vendors_mentioned": [
"NVIDIA",
"Taiwan Semiconductor Manufacturing Company"
],
"technologies_mentioned": [
"GPU"
]
}
}
curl https://signals.autobound.ai/v1/signals/c7b72f67-752c-4631-8580-a0d2245d7d77 \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"coreweave.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.