CoreWeave, Inc.
CRWV
You’ve read what changed. Here’s whether the market is confirming it.
Jodie situation report
CoreWeave, Inc.'s move is spreading beyond its market group.
CRWV accounts for 0.7% of the group's measured movement across 8.7 effective names. raw member direction is mixed; 8 of 12 SPY-adjusted paths align to the upside. Capital-flow agreement is 18%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
ALAB, APH moved materially before CRWV. CRWV crossed its material path threshold at 09:50 ET. LUMN, GLXY, IREN followed.
- Revenue increased 111.6% versus the comparable filing period.
- The operating loss widened by 117.0M.
14 of 16 members in High-Performance Computing are active. 1 of 8 disclosed connections are confirming.
- At least 11 of 16 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- AMZN remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 5 of 16 members or fewer.
Who this business touches
The relationships behind CRWV
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
MSFT67.0% of CRWVcustomerMay 8, 2026 ▾
“We recognized an aggregate of approximately 67% and 65% of our revenue for the three months ended September 30, 2025 and 2024, from our largest customer, Microsoft.”
TSMTaiwan Semiconductor Manufacturing Company LimitedsupplierMay 8, 2026 ▾
“For example, NVIDIA relies on suppliers such as Taiwan Semiconductor Manufacturing Company for semiconductor fabrication and other manufacturers for compute and networking components.”
Depended on by
GLXYGalaxy DigitalcustomerFeb 26, 2026 ▾
“We expect that our AI/HPC data center business will initially be highly dependent on a single customer, CoreWeave, and may continue to derive a significant portion of the revenue of our Data Centers operating business segment from such single customer for the…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 13 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
CRWV is currently a Early Follower in the organic co-movement group High-Performance Computing. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.