CoreWeave Drops After Lowering Outlook on Capacity Crunch

CoreWeave CEO Addresses Data-Center Delay, Supply Chain and Nvidia

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By Dina Bass, Caroline Hyde, and Edward Ludlow

November 10, 2025 at 9:16 PM UTC

Updated on

November 11, 2025 at 9:15 PM UTC

CoreWeave Inc. shares tumbled after the company lowered its annual revenue forecast due to a delay in fulfilling a customer contract, a setback in its race to keep up with the artificial intelligence boom.

Sales in 2025 will be $5.05 billion to $5.15 billion, CoreWeave said Monday during a conference call after reporting third-quarter results. Its forecast range had previously been as high as $5.35 billion.