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CoreWeaveInvestment

Where Will CoreWeave Stock Be in 5 Years?

What happened

CoreWeave spent $6.4 billion on property and equipment in its last quarter.

Source

theglobeandmail.comOct 3, 2026

Where Will CoreWeave Stock Be in 5 Years?

Article excerpt

CoreWeave’s $104 billion revenue backlog shows strong demand for its AI computing capacity. The company spent far more on property and equipment than it generated from operations last quarter. I expect an AI spending slowdown and borrowing costs to weigh on the stock over the next five years. A number like $104 billion is pretty big -- especially when that's how much revenue you have in your backlog. CoreWeave (NASDAQ: CRWV) buys advanced chips from Nvidia, installs them in data centers, and rents out computing power to the companies building and running artificial intelligence (AI). The company had $104 billion in its backlog at the end of June. These remaining performance obligations (RPO) are a big part of why so many investors still see the neocloud as a huge opportunity even with its stock up 115% from its 2025 initial public offering (IPO). So, are these bullish investors right? Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1" - the R&D phase. "Act 2" is the global rollout. Continue » Demand is clearly still strong, but delivering on that RPO takes an incredible amount of money. So, what does the future hold for CoreWeave? And where will CoreWeave stock be in five years? CoreWeave is growing like crazy. The company brought...

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Extracted from this sentence

In its last quarter, CoreWeave generated $679 million in cash from operations but spent $6.4 billion on property and equipment.

Extracted by Autobound

From the Signal API record
Event
Investment

What this signalsA large capital project often starts a round of vendor buying.

Amount named
$6.4B

More investment signals at other companies

The full record

From the Signal API record

Numbers

Amount named in the story
$6.4B

Details

Assets
property and equipment

Topics and mentions

Asset tags

  • it

Extraction

Confidence
90%
Detected
Oct 3, 2026
signal_type
news
signal_subtype
invests_into_assets

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The API returns more than this page shows

This page shows a preview. The full news 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 API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/69d87987-c5f4-98f6-0c9c-91e7d316185c returns this record as JSON. POST /v1/companies/enrich returns every signal for coreweave.com.

{
  "signal_id": "69d87987-c5f4-98f6-0c9c-91e7d316185c",
  "signal_type": "news",
  "signal_subtype": "invests_into_assets",
  "detected_at": "2026-10-03T15:24:19+00:00",
  "company": {
    "name": "CoreWeave",
    "domain": "coreweave.com"
  },
  "data": {
    "url": "https://www.theglobeandmail.com/investing/markets/stocks/CRWV-Q/pressreleases/4944298/where-will-coreweave-stock-be-in-5-years/",
    "title": "Where Will CoreWeave Stock Be in 5 Years? - The Globe and Mail",
    "assets": "property and equipment",
    "excerpt": "CoreWeave’s $104 billion revenue backlog shows strong demand for its AI computing capacity. The company spent far more on property and equipment than it generated from operations last quarter. I expect an AI spending slowdown and borrowing costs to weigh on the stock over the next five years. A number like $104 billion is pretty big -- especially when that's how much revenue you have in your backlog. CoreWeave (NASDAQ: CRWV) buys advanced chips from Nvidia , installs them in data centers, and rents out computing power to the companies building and running artificial intelligence (AI). The company had $104 billion in its backlog at the end of June. These remaining performance obligations (RPO) are a big part of why so many investors still see the neocloud as a huge opportunity even with its stock up 115% from its 2025 initial public offering (IPO). So, are these bullish investors right? Missed AI’s \"Act 1\"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of \"Act 1\" - the R&D phase. \"Act 2\" is the global rollout. Continue » Demand is clearly still strong, but delivering on that RPO takes an incredible amount of money. So, what does the future hold for CoreWeave? And where will CoreWeave stock be in five years? CoreWeave is growing like crazy. The company brought...",
    "summary": "CoreWeave spent $6.4 billion on property and equipment in its last quarter.",
    "planning": false,
    "image_url": "https://www.theglobeandmail.com/pf/resources/assets/meta/twitter-summary-240x240.png?d=970",
    "confidence": 0.9,
    "assets_tags": [
      "it"
    ],
    "published_at": "2026-10-03T15:24:19Z",
    "article_sentence": "In its last quarter, CoreWeave generated $679 million in cash from operations but spent $6.4 billion on property and equipment.",
    "amount_normalized": 6400000000
  }
}

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